Finish Your Accounting this Year by Using Our Year-End Checklist 

We are now in the last month of 2021. Please use our End-of-Year Accounting Check List to double-check you’ve covered everything for the year.

  • Have you Reconciled accounts to ensure the balance sheet amount agrees with customer aging details?
  • Reviewed any payroll adjustments that need to be submitted before 12/31/2021?
  • If your company has deferred revenue, make sure the ending balance is enough to cover the deferral amount for the following year or years.
  • Begin preparation of next year’s budget.

Download the full checklist here. Optima 2021 End of Year Accounting Checklist_121421


If you need assistance with any of these tasks, we are here to help. Give us a call at 858.283.1234.