161. Year-End Best Practices for Bookkeepers

Happy New Year, everyone!

Welcome to the busiest season of the year for bookkeepers: the end of the year.

Well…the very end and the very beginning, anyway.

December and January are always packed for bookkeepers. There are plenty of things that need wrapping up, including December’s books, prep for tax season, and something I firmly believe every bookkeeper should implement into their end-of-year practices: a full year-end review.

If you’ve never done a year-end review–or you have, but you aren’t sure if you’re including everything you need to—I’m going to give you a high-level overview of all the things you should be looking over in December and January. 

And if you want to go one step further to really lift some of your year-end stress, stay tuned…I’m going to share about a very special offer for all of you listening before January 7th, 2024!

EPISODE RESOURCES:

Purchase the year-end workshop by 1/7/2024  to gain access to bonus templates, surprise resources, and a live watch party: https://www.katieferro.com/offers/mSzXz5cA/checkout 

To see the entire workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now!

Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become 

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