You may think that the holidays are the most hectic time of the year, but for bookkeepers, it’s actually what comes after the holidays that can be the most stressful: the year-end review.

If you’re not sure what a year-end review entails—or you weren’t even aware that it was something you should be doing—I’m here to help. In today's episode, I’ll be recapping an on-demand workshop I held live in December about reviewing our books at the end of the year.

In this powerful live workshop, Karen Bahn (my friend and personal CPA) and I join forces to cover the things you should review at the end of the year to be an advocate for your client and a strong partner for your clients' tax preparers.

It may be January, but it’s not too late to review! Not only will this make your clients feel taken care of, but it will also offer you some peace of mind, knowing that everything is in order come tax season.

To purchase access to the Year-End Workshop replay, visit https://www.katieferro.com/coaching and scroll down to the Workshop Collection.

If you're looking for more tips for bookkeeping, insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs). 

To learn about the program and get a peek behind the curtain, head to www.katieferro.com/6-secrets.

If you have enjoyed this episode, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

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Website: https://www.katieferro.com/

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