How to use this checklist
Send this to small business owners a few weeks before your busy season so they arrive with the right records. Put it behind an email form and follow up with everyone who downloads it.
What is inside
- IncomeSales invoices: every invoice you issued this year, paid and unpaid.
- ExpensesReceipts: photos are fine if the amount and date are readable.
- People and assetsPayroll and contractor payments: who you paid, how much and when.
- Tax and paperworkSales tax or VAT returns: a copy of each return filed and each payment made.
- Before you send itLast year's return: your accountant will compare against it.
- What happens after you send ityour accountant checks that nothing is missing.
Three title ideas for your own version
- The year-end records checklist
- What to send your accountant
- Is your bookkeeping ready?
Where to promote it
- local business groups
- an email to existing clients
When should an accountant share a year-end records checklist?
Share it when owners start thinking about their records, ahead of your busy season. Send it again as a reminder as the deadline gets close.
Make this checklist your own
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