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Year End Accounting Checklist

Preparation

  • Compare current year's performance to previous year for trends
  • Identify any discrepancies or unusual fluctuations
  • Gather bank statements, invoices, receipts, and other financial documents
  • Ensure all transactions are recorded accurately
  • Review current policies and procedures to ensure compliance with regulations
  • Update policies as needed based on changes in accounting standards
  • Create digital copies of important documents for easy access
  • Organize physical files in a logical and systematic manner

Accounts Receivable

Accounts Payable

Payroll

Inventory

Fixed Assets

Financial Statements

Tax Compliance

Audit Preparation

Closing Procedures

Post-Year End Activities

Compliance

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