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Year-End Closing Checklist

Do not let year-end catch you off guard. This checklist walks you through every step of closing your books — from reconciliation to final reports.

What Is Included

  • Complete step-by-step year-end closing process
  • Bank reconciliation verification checklist
  • Fund balance verification for all restricted funds
  • 1099 preparation and vendor review process
  • Final reports to generate for your board
  • Tips for a smooth and stress-free year-end close

Make year-end easy

With T3 Books, your books are always up to date. Year-end closing becomes a simple verification process instead of a scramble.

Download Your Free Checklist

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