Year-End Close Kit – Checklist and Calendar to Finish Strong
Year-end is just month-end with higher stakes. Use this kit to collect documents, finalize reconciliations, and deliver a CPA-ready package on time.
Deadlines and calendar
Map key dates backward from filing deadlines. Book time for inventory counts, 1099s, and W-2 review.
Documents to collect
Bank/CC statements, loan statements, fixed asset purchases, inventory counts, payroll summaries, sales tax filings.
The CPA package
Final P&L, Balance Sheet, Cash Flow, AR/AP aging, bank recs, depreciation schedule, and supporting schedules.
FAQs
What role does the accounting equation play in year-end adjustments?
It ensures every adjustment keeps assets, liabilities, and equity aligned.
How do controlling accounts help during year-end?
They summarize detailed subsidiary accounts so you can quickly verify totals.
Which accounts do not appear on the year-end balance sheet?
Revenue and expense accounts-they close into retained earnings.
Avoid surprises by closing your books monthly, and if you need extra support, you can hire a bookkeeper or explore our bookkeeping services.
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Prepare for tax season early with our dedicated year-end bookkeeping in Denver service, covering checklists and clean-up.
We manage the entire bookkeeper + CPA handoff process, guaranteeing your accountant receives accurate, perfect records.
Need help finishing the year?
Get a monthly bookkeeping quote.
