Closing the year with Clients & Profits - Part 1

This week, I'll walk you through the process of preparing to close your year, how to put together a game plan with your CPA, and explain what C&P actually does behind the scenes to make this task as painless for you as possible. We'll print the necessary financials, get your numbers balanced, reconcile your checkbook, back up your database, then prepare to actually run the Clients & Profits Close Year utility next week.