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 Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.