Add backing up information to your year-end closure checklist to make sure you safely save your accounting data for the coming year. Losing crucial accounting data from this year and earlier years is the last thing you want to happen. Have a dependable backup solution in place to safeguard th...
The article focuses on the post-buy season human resource (HR) for accounting and tax firms. Topics discussed include two important things for accounting and tax firms, which include showing appreciation to for a well done job of employees and thinking ways for improvement, ways on how ...
Our free Bill Pay Workflow + Checklist (created by Hubdoc and Veem, specifically for accounting and bookkeeping professionals) provides best practices for implementing a standard workflow which will allow you to easily introduce bill pay as a service for your clients. This checklist will help your...
Are you struggling to choose the right accounting software for your business? Overwhelmed by the many options? You’re not alone. Use this checklist to help you find the best solution for your business’s needs. You just need to ask (and answer) the right questions!
Year-end accounting close checklist Here’s what to keep top of mind when closing the books come year’s end. 1. Prepare a financial close schedule A financial close schedule helps companies pinpoint all the tasks required for year-end close and form a game plan for getting it all done....
Accounting function? Purchasing function? Distribution function? Does the Strategic Plan include the identification of: The Critical Success Factors for the business, in the context of the sector in which it operates? The principal threats to the business? The principal opportunities faced by the busi...
Get a head start on accounting for next year With our above checklist, you’re off to a great start. And it gets even better with smartspend management software. This helps finance teams close faster, save time year-round, and take financial decision-making to the next level. ...
The process of client onboarding for an accounting firm is important for many reasons. It creates a strong connection with the client, helps them understand the services offered, allows you to get an understanding of their business and fosters trust in the firm. ...
Internal Control Checklist for... How to Prepare an Audit Plan Fraud Audit Checklists for Auto... What Is a Cashbook and a Ledger? What Are the Types of Internal... Checklist for an Accounting Audit How to Control Deficiencies in... Payroll Policy and Procedures Checklist for...
Master files should be audited each payroll period for changes, errors or discrepancies by a supervisor who does not prepare payroll. Cross-check between departments to confirm that personnel actions such as raises are authorized by human resources in writing, communicated to accounting and approved ...