Get Your Firm Year-End Ready
Download our Guide to Year-End Checklists for Bookkeeping and Accounting—your step-by-step roadmap to a smoother, more profitable close.
Year-end doesn’t have to mean late nights and frantic catch-up. Whether you’re a solo bookkeeper or leading a growing CAS team, the right systems make all the difference. This guide gives you practical tools to simplify every stage of your year-end process. Inside, you’ll find:
- Monthly close and reconciliation checklists
- 1099 prep workflows that save hours
- Staff planning and client reminder templates
- Year-end close procedures you can trust
- Post-season review and offboarding steps to protect your margins
Every checklist is built on Redmond Academy’s proven processes—used daily by top accounting professionals. Learn how to bring structure, consistency, and calm to your busiest season.
Get your free guide today and discover how to run year-end with clarity, confidence, and control.
