How to get a good start with year end reporting

Year-End Bookkeeping Checklist:

✅ Year-End Reports

Make sure you do monthly reports as well, look at the details, monitor for variances, and do your due diligence to make sure nothings is miscategorized.

This should include:

✔️ Profit & Loss Statement
✔️ Cashflow Statement
✔️ Balance Sheet
✔️ Net Worth Changes
✔️ Income Statement
✔️ Shareholder Equity

You run these reports so that you can get the financial data you need to close out the year.

We are also offering a special for new bookkeeping clients: get your first 2 months of bookkeeping services free if you sign up by Dec 31st! Call or email us today to get this offer.

More tips coming soon! 🚀⁠
⁠
Get help from our team:⁠
🇺🇸 Houston Office - (713) 451 - 9700⁠
🇨🇦 Toronto Office - (416) 800 - 2709⁠
⁠
About Akif CPA⁠
Our goal is to exceed our client’s expectations by providing exceptional quality services. We thrive when we help your business grow.⁠
⁠
We are a team of highly skilled tax professionals with years of experience and expertise in the field of tax, accounting, business advisory, payroll, business consulting, compilation and review services, sales tax audit and financial planning. We provide comprehensive solutions to businesses and individuals.⁠
⁠
Follow us:⁠