What’s new?

You asked and we listened.

Period Close Checklists are now available for your monthly data due diligence and advisory tasks, as well as for the existing Annual Accounts and GST/BAS preparations.

What benefits does it have for advisors?

• Improve the efficiency and quality of your bookkeeping and advisory services.
  Help your bookkeeping team stay focused on the tasks needed to close a month end.
  Ensure your advisors have reliable data to base their advice on.
  Gain additional advisory insights by monitoring account level trends on a monthly basis.
• Avoid the stressful peaks and troughs in your compliance and period close work.
  Spread the workload evenly throughout the year to avoid burnout at period and year ends.
  Easily close your clients’ books by sorting out issues while the transactions are still fresh in their mind.
  Need help convincing your client to stay on top of their bookkeeping? Check out our Benefits & Service Guide for your clients for some tips.

How does it work?

The Monthly Checklist works in exactly the same way as the Annual and GST/BAS Checklists.

• Common monthly data checks included out of the box and ready for use.
• Customise your firm’s standard Monthly Checklist template as needed.
• Customise the Monthly Checklist further for each client as needed.
• Easily spot data issues and get them fixed while the transactions are still fresh in your client’s mind.
• Add comments and notes to collaborate and track progress of individual checks.
• Download a copy of the checklist with the details and comments for your recordkeeping.

We’re not done improving…

Our team is working hard to help you simplify your data due diligence and advisory processes.
Watch out for more related enhancements to come!