CAS 360

Services / Year-end Support

YEAR-END SUPPORT

A more organized handoff at year-end.

Prepare the schedules and supporting information your tax professional or external accountant needs to complete their work.

A PRACTICAL SCOPE

Bring structure to the work.

  • Trial balance and general ledger organization
  • Bank and credit card reconciliation schedules
  • Receivable, payable, and fixed-asset schedules
  • Supporting documentation for review questions
  • Posting of approved year-end adjustments

The details are agreed with you.

We review your records, systems, and priorities before confirming the scope. You retain control of business approvals, payments, and final decisions.

How we get started

01

Understand

Review the current position and your priorities.

02

Agree

Define records, responsibilities, deliverables, and fees.

03

Begin

Set up access and start the agreed workflow.

YOUR NEXT CHAPTER

Let’s bring your finances into focus.

Tell us what your business needs. We’ll help define a practical next step.

Start a conversation