30 JUNE IS VERY LIKELY a date dreaded by most bookkeepers. If you’re new to bookkeeping, we know it takes a while to remember everything that needs to be done, which is why we’ve been putting together blogs containing EOFY tips and checklists to make sure you make it to August!
And continuing in that tradition, we’ve put together one more checklist to help you out with your end of financial year analysis — some tips on keeping your clients’ accountants happy.
Once you’ve done all of your EOFY reports, reconciliation and payroll (see our EOFY payroll checklist), you’ll need to forward on a few reports to your clients’ account.
These reports will vary from client-to-client and depend greatly on the size of the company, entity, or what services you’ve been engaged to provide, but typically every accountant will need the following:
For more tips to help you through your end of financial year analysis, see our EOFY checklist or our EOFY payroll checklist posts or visit the Institute of Certified Bookkeepers website.
Want to learn everything you need to know about Xero? Our Xero online training courses include EVERYTHING for ONE LOW PRICE. Furthermore, if you select our Lifetime Membership option, you’ll have LIFETIME access to our ongoing course updates. EzyLearn courses are endorsed by industry professionals and can be counted towards Continuing Professional Development (CPD) points. Find out more about our Xero online training courses.
We receive lots of bookkeeping course enquiries from students who are changing careers and want…
Am I speaking gibberish or just crazy? No, I'm speaking the language of eInvoicing! PEPPOL…
If your finances are under pressure and you need to learn Xero then our current…
Someone made contact with me recently and told me about an opportunity where "I could…
There are times when I wish we all had the choice to only upgrade our…
I was speaking with an intelligent lady in her early 50's and she was telling…