Business financial checklist

Close the books faster, and prepare easily for the new year with this 7-step checklist (+ a few bonus resources).


"The end of every financial year can feel like a mad rush. You spend more time than ever creating reports, assessing budgets and managing cash flow, and senior leadership needs this information to be accurate and on time. "

- Rodolphe Ardant, Spendesk CEO

Despite the best intentions and good preparation, the end of the fiscal year is challenging for finance teams. Whether thanks to missing or incomplete information, a lack of automation, or sheer workload, every year-end feels like a race against the clock.

This simple checklist (included a few added extras) helps you prepare easily and fully for the end of the financial year. You get:

  • Keys to closing the books on time, every time
  • Other company checks to complete once the accounts are prepared
  • Tips to make the next fiscal close faster and easier

We hope it helps!

Download the free guide