Year-end records checklist
Checklist for accountants
For accountants who want more small business clients before busy season.
Scorecard
How ready are your books for year end?
How to use this scorecard
Share it with owners in the months before year end. Their score shows how much help they need, and their answers give you a reason to call.
What is inside
Score your books
Why each question mattersBank account
Fix these firstSeparate the money: A business only account is the single biggest time saver.
Worth doing if time allowsMove to bookkeeping software. Most link to your bank and bring in every payment by themselves.
Your plan for the months before year endOpen the business account and choose your software.
Three title ideas for your own version
How ready are your books for year end
The year end readiness scorecard
Score your bookkeeping in two minutes
Where to promote it
LinkedIn and Facebook posts in the autumnyour newsletterlocal business groupsa link in your email signature
What goes in a bookkeeping scorecard?
Ten quick questions on records, receipts, invoices and tax savings, a score out of twenty, what the score means, the quickest fix for each point and a plan for the months before year end.
Make this scorecard your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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