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Preparing for year-end close: a checklist
A reminder of the topics to address now so that period-end procedures are completed smoothly.
Year-end close is more than the last month's entries. Reviewing the items below before the period ends makes closing faster and less risky.
Items we recommend reviewing
- Completing bank, receivables, payables and cash reconciliations
- Planning the stock count and comparing it with the records
- Assessing doubtful receivables together with supporting documents
- Checking the fixed asset register and depreciation
- Preparing the valuation of foreign currency accounts
Speak to your advisor for a closing calendar specific to your company.
Contact
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Tell us where things stand and we will define the scope you need together. Our proposal comes in writing, itemised.