Year-End Processes

  • 14 January 2022
  • 0 replies

Userlevel 5
Badge +6

Since a lot of us are solidly in the middle of getting year-end tasks done by the end of January, I was wondering if anyone has any solid processes or tasks that are helpful in efficiently getting the year wrapped up for clients.  Karbon does have some good templates for this, but am looking more for any unique tips and tricks that work well for your particular firm.  Maybe something that none of us have thought about or considered?

0 replies

Be the first to reply!