The end of 2024 is just around the corner which means the end of the financial year is also fast approaching. Now is a good time to get organised for March 2025. There are a few simple steps you can take now to make the next few months smoother.
Gather all your financial documents, including receipts, invoices, and bank statements.
Ensure all your transactions are reconciled, and there are no errors or discrepancies in your financial statements.
Review your accounts and identify any outstanding debts or overdue payments.
Take stock of your inventory and reconcile it with your records.
Provide your accountant with any additional information they may need to complete your tax return, such as a list of assets or investments.