Starting to feel overloaded? Year-end checklists are a great tool for keeping you and your team on track during the most wonderful (and hectic) time of the year. Luckily, we here at Aero have you covered with sample checklists for all your most important bookkeeping procedures. 

When temperatures start to drop and that one Mariah Carey song is playing on every radio station (you know the one), you know the holiday season (and flu season) are around the corner. There’s enough stress already in scheduling around holidays and sick days. For bookkeepers, the approach of tax season means additional work on top of everything else. From now until December, you’re going to find yourself getting clients ready for tax season, dealing with the holiday season, and navigating a rise in staff shortages. 

Maybe you aren’t completely sold on checklists being the answer just yet, but in combination with other planning measures, checklists can help you avoid disaster. 

Why Year-End Checklists?

We’ve talked about all sorts of checklists here on our blog, for tasks ranging all the way from onboarding to offboarding. The reason is simple: they’re effective. We deal with lots of paperwork and processes in the office, and keeping them straightened out is important… especially around this time. Let’s face it: you’ve got a lot to do and a short time to do it.

Documenting your procedures is vital to your firm’s success, especially when you’re working with a team. It’s important that everyone is on the same page and your entire staff knows exactly how each process should be performed. You’ll save time if, instead of having to ask for directions, staff members can find your easily accessible procedures. Besides, we all forget things sometimes. Regardless of how many years you’ve been repeating the same tasks, a misstep is still possible. Even small mistakes can set you back quite a bit during the year-end. 

Things like filing a request for time-off, preparing for 1099’s, client interactions, and WFH policies should all be taken into account when compiling year-end checklists. If someone has a question, they should be able to find the answer with ease. 

What all is included in the download? 

If you haven’t documented your procedures through checklists before, we’ve got you covered with the basics. In our free comprehensive guide to year-end checklists, we’ve included simple checklists for: 

  • Preparing for 1099s
  • Planning for staff shortages 
  • Year-end checklists
  • Offboarding customers
  • And more!

Having year-end checklists will help you stay organized and on track as the work piles up during the busiest time of the year. Your team should have all the tools they need to complete their work with ease AND minimal mistakes. Download our sample checklists today to get you started!