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Year-End Review Template
Transform your year-end review process into a systematized workflow. Say goodbye to missed deadlines and hello to consistent, reliable year-end reviews that keep your clients' businesses compliant and ready for tax season.
Download template
Share
Simplify Work With Uku's Free Year-End Review Template
Make your year-end review process simple and accurate. Replace chaotic spreadsheets and scattered checklists with an organized workflow that ensures every critical task is completed on time, every time.
Why Should You Use Uku's Year-End Review Template
Getting everything done at year-end requires meticulous organization. Our template is more than just a checklist – it helps you:
- Complete year-end work quickly and accurately
- Keep your entire team aligned on processes and deadlines
- Eliminate errors and never miss critical filing dates
- Work more efficiently to increase profitability
- Deliver exceptional client service during the busiest time of year
Stop wondering if you’ve missed something important. Uku’s Year-End Review template shows you exactly what to do and when to do it.
What's Inside Our Year-End Review Template?
Our template has 8 essential sections that make up great year-end review:
1. Account Reconciliation and Review
- Reconcile all bank accounts and credit card statements
- Review loan statements (short and long term)
- Verify inventory counts and fixed assets
- Analyze merchant statements and payroll reports
2. Year-End Financial Statement Preparation
- Generate income statement
- Prepare balance sheet
- Create cash flow statement
- Ensure all statements align with accounting standards
3. W-2 and 1099 Processing
- Prepare and distribute W-2 forms for employees
- Issue 1099 forms to contractors and vendors
- Verify all tax documentation is complete and accurate
4. Final Account Analysis
- Review accounts receivable and payable
- Reconcile prior year financials with tax returns
- Write off any bad debts
- Ensure all transactions are properly recorded
5. Year-End Journal Entries
- Create and post all closing entries
- Make necessary adjusting entries
- Document all special transactions
6. Payroll Year-End Preparation
- Process any benefit changes
- Update employee information
- Calculate raises and bonuses
- Verify time-off balances
- Confirm tax withholding amounts
7. Client Communication
- Generate comprehensive year-end reports
- Schedule review meetings with clients
- Document any concerns or questions
8. Next Year Planning
- Create budget and financial plans
- Set company financial goals
- Develop action items for the new year
How Uku's Year-End Review Template Transforms Your Firm
Standardize Your Processes
With our template, you’ll create a unified approach to year-end reviews across your entire firm. No more guesswork or inconsistencies – just smooth, standardized operations that boost efficiency and quality.
Save Valuable Time
Stop reinventing the wheel every year-end. Our template cuts down process creation time, letting you focus on what matters: serving your clients and growing your firm.
Enhance Quality Control
Built-in checkpoints and verification steps ensure accuracy and completeness in every year-end review cycle.
Build Client Confidence
Deliver consistent, professional results that demonstrate your firm’s expertise and attention to detail.
Why Choose Uku's Template?
At Uku, we’re not just another software company – we’re your partners in accounting success. Our template is:
- Customizable: Tailor it to fit your firm’s unique needs and workflows.
- Simple to use: Intuitive design means you can start using it right away.
- Regularly updated: Stay current with the latest industry standards and best practices.
- Created by experts: Benefit from the knowledge of seasoned accounting professionals.
Getting Started with Uku's Templates is Simple
- Download your free template from the sidebar -›
- Customize it to your firm’s needs
- Upload it to your Uku task templates
- Add to client’s workflows
- Celebrate your bookkeeping efficiency boost
FAQs
How customizable is the template?
Our template is fully customizable to match your firm’s specific needs while maintaining core bookkeeping best practices.
Is this template suitable for firms of all sizes?
Whether you’re a solo practitioner or managing multiple teams, this template scales to fit your needs.
How often is the template updated?
We regularly update our templates to reflect the latest industry standards and regulatory requirements.
Can I share this template with my team?
Yes! The template is designed for team collaboration and can be shared across your entire firm.
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Transform your monthly bookkeeping workflow into a systematized process. Goodbye forgotten tasks and hello to consistent, reliable bookkeeping that keeps your clients' businesses healthy and compliant.
Transform your year-end review process into a systematized workflow. Say goodbye to missed deadlines and hello to consistent, reliable year-end reviews that keep your clients' businesses compliant and ready for tax season.
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Let’s create a dream, where the team is happy, clients are well served and profits are fair.Rain Allikvee / Uku’s co-founder
