Free Checklist Download
Agency Year-End Checklist
About an hour, mostly cut-off, and the cut-off is the accounts. An agency’s profit lives in when work is recognised, and the year end is where that gets decided properly.
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Who this workbook is for
Agencies with soft edges at the year end
Project businesses have soft edges: work half done, invoices half raised, bonuses half promised. The checklist hardens all three while the choices are still cheap to make.
Anyone whose profit is a percentage guess
Percentage complete comes from the project lead against the plan, never from burned hours, because ten optimistic points invents profit that next year quietly repays.
Owners with decisions that expire at midnight
Bonuses minuted before the year end and paid within nine months, kit through the annual investment allowance, and the dividend position settled while it still can be.
