by Lynda Artesani | Feb 20, 2022 | Chart of Accounts, Financial Statements/Distributions, General Tips
One of the things I love about collaborating with other accountants and bookkeepers is learning new trade tricks. The last few weeks have been narrowly focused on how to clean up your client files. This week is also similar as one of the final steps in the cleanup is...
by Lynda Artesani | Dec 19, 2021 | Cleanup, Financial Statements/Distributions, General Tips
With so much going on for every client, it can be hard to stay on top of everything. In the past, I had a strict process that I developed to close out client files monthly. Now, we have a feature and I try to use the month-end review tool to finish specific tasks in...
