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📒 Bookkeeping template

Year-end close template

A year-end checklist for bookkeepers: December statements, loan and asset details, inventory counts and contractor information needed to close the year and prepare 1099s.

Use this template

Free. Once it's in your account you can rename it, add or remove items, and change anything.

Each job is named
"2026 year-end close"
Usually repeats
Every year

Ask the client for

  • December bank and credit card statements

  • Year-end loan statements

    Showing the balance and interest paid for the year.

  • Receipts for equipment or vehicles bought this year

    Anything that may need to be treated as a fixed asset.

  • Inventory count at year end

    Only for clients who carry inventory.

  • W-9s for contractors paid this year

    Any contractor we do not have a W-9 for yet.

  • Confirm owner contributions and draws

Your steps

  • Reconcile all accounts through December 31

  • Prepare and file 1099s

  • Send year-end reports to the tax preparer

Tips

  • Start this in early December so W-9s are in before 1099s are due at the end of January.

How it works with Follow Up With

  1. 1

    Make it yours

    Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.

  2. 2

    Start it for a client

    Start a job in one click, or set it to repeat every year for each client so nobody has to remember.

  3. 3

    The assistant does the asking

    Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.

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Let the assistant do the asking

Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.

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