Accounting · 8 min read
Accounting Checklist: Close Your Financial Year With Confidence
A practical year-end workflow for SMEs preparing audited statements or investor packs.
Published 2024/10/18
Tidy up the fundamentals
Bank, supplier, and tax reconciliations form the backbone of year-end readiness. Lock them down before auditors arrive.
Our close checklist highlights high-risk balance sheet accounts first so you fix issues before the audit clock starts.
Tell the story behind the numbers
Narratives around growth, investments, and risk give stakeholders the context they need to trust your financial story.
We add commentary, charts, and forward-looking insights so your board sees action points, not just trial balances.
Elevate year-end with BPA
Our Virtual CFO pod co-pilots your close, packaging commentary, cash forecasts, and audit responses that resonate with investors.
We stay through post-close to embed improvements, automate reconciliations, and prep your next reporting cycle.
Why leaders trust BPA
Audit-tested reconciliations
BPA maintains evidence packs and narratives auditors can follow in minutes, reducing rework and overruns.
Leadership-ready reporting
We translate numbers into strategic talking points, KPIs, and watchlists for directors and investors.
Improvement roadmap
Every engagement ends with a prioritised list of automation and control upgrades so finance keeps compounding gains.
Download the year-end checklist
Work with BPA Financial Solutions to put these ideas into action with accurate bookkeeping, proactive tax planning, and CFO-level advisory.