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Get Ready for Tax Season Like a Pro!

Download your free year end checklist!

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An Excel Spreadsheet with an annual and monthly close checklist will be sent to the email provided.

Check your spam or clutter folder if you do not receive your request in a few minutes.


This spreadsheet is designed to help you organize quickly and easily prepare your books every month and at year end. It is a guide to use with your professional team. This is a general checklist and can be easily edited to accommodate your practice or business.

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