Ultimate Check-List for Year-End (Year-End Series)

In this episode we walk you through the ultimate year-end checklist for accounting and law firms.

From tax planning and managing bonuses to reviewing health insurance, they break down the steps every firm should take as the year wraps up. You’ll also hear practical guidance on tidy books, goal-setting, and smart budgeting to set your practice up for a strong start in the new year.

Tune in for timely strategies, helpful reminders, and a roadmap to make your year-end process smoother and more efficient.

01:38 Ultimate Year-End Checklist
03:08 Accounting Tips and Tricks
05:44 Law Firm Year-End Planning
11:59 Health Insurance Challenges
16:43 Vehicle Purchases and Documentation
18:36 Addressing Trust Ledger Issues
19:33 Customizing Checklists for Law Firms
20:34 Year-End Payroll and Tax Preparations
26:43 Setting Goals and Budgeting for the New Year

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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.