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Closing the year




Year-End Closing Timeline: mid-January 

Print interim financial statements for last year for the CPA to review: Print the following financial statements for your CPA to review:

Print the Income Statement

Print the Balance Sheet

Print the Trial Balance

Print the YTD General Ledger

Print the Client Invoice Aging

Print the Vendor Invoice Aging

Check with your CPA for any additional reports that may be required.



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