Welcome to Turner Accounting Technology Group

Experiencing fast growth? We specialize in streamlining/connecting your business systems QuickBooks, Xero, NetSuite and Dynamics 365, Bill.com, Expensify, Tsheets and other's. Configuration services, Remotely and onsite.

Year-end Bookkeeping & Cleanup

Year-end Bookkeeping & Cleanup

If you’ve been so preoccupied with running your business that year-end bookkeeping tasks have caught you off guard, don’t panic. Take a deep, calming breath and get ready to tackle those accounts with a plan for streamlining the process. Even if you’re facing down the new year, use this checklist to help get you ready and implement a plan for next year.

  1. Reconcile Your Books
  2. Clean Up Your AR & AP
  3. Do an Asset Review
  4. Take Care of Your 1099’s
  5. CPA Review
  6. Have a Tax Plan
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