Tech Tip #96-Make Sure All Your Year-End Accounting Tasks Are Complete

Trust Accounting

Now that we have made the turn past Christmas and we’re heading towards the New Year it’s important that your firm completes the necessary year end accounting tasks. Don’t forget to reconcile all of your accounts, ensure all retainer balances are up to date in your IOLTA Trust accounts, take a deep dive into your P&L statement, and audit your balance sheet. Completing these tasks early on in January will set you up for success in 2017! Learn more about what accounting tasks you should be completing before year-end.


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