As the end of the fiscal year approaches, having a structured year-end accounting checklist is essential to guide your finance team through the closing process.

Our downloadable PDF checklist includes key year-end accounting steps to help you stay organised and on track. 

Key Steps Include:

• Review financial statements and transactions

• Reconcile bank accounts and sub-ledgers

• Verify assets, liabilities, and depreciation

• Prepare accurate financial statements (income, balance sheet, cash flow)

• Account for tax liabilities and ensure compliance

• Organise documents for external audits (if applicable)

• Post final journal entries and adjust for accruals

• Set budgets and financial goals for the new year

• Document the year-end process and update accounting policies

By following these steps, you’ll be well-prepared for a seamless year-end close.

Download the full checklist today to ensure your financials are accurate, compliant, and ready for the new year!