Period Close Checklist now available for Annual Accounts jobs

You asked and we delivered!

What’s new? 

Period Close Checklist is now available for Annual Accounts preparation, as well as for the existing GST job support.

Use Aider for ALL of your clients - including that large segment who currently only needs Annual Accounts filing.

How does it work? 

The Annual Checklist works exactly the same way as the GST Checklists. but allows you to customise what checks to include for Annual Accounts vs GST jobs.

• Annual Accounts data checks included out of the box and ready for use.
• Customise your firm’s standard Annual Checklist template as needed.
• Customise the Annual Checklist further for each client as needed.
• Easily spot data issues that need fixing.
• Use the Annual Checklist at year end to efficiently complete your Annual Accounts jobs,
  AND use it proactively throughout the year to spread the period close workload and unlock advisory opportunities.

What benefits does it have for advisors?

Annual Accounts jobs can be time consuming, stressful and unprofitable…

• The big pile ups of work and overwhelming rush to complete it.
• Clients not responding to information requests in a timely manner.
• Increased WIP of jobs being picked up and put down.
• Accounting staff become admin staff.

Aider's Period Close Annual Checklist helps accountants save time and improve the quality of their clients' data.
This annual checklist helps accountants prioritise their client workload, complete work throughout the year, and request and collect specific information from the client's actual transactions.

Improve your profitability - including your lower tier Annual Accounts only service offering. By filtering out the noises, the Annual Checklist and its automated data alerts help you process Annual Accounts quickly and with less effort. Freeing  up time for your higher value advisory services. 

Avoid burnout on period close work and be the advisor you want to be.

This is only the beginning…

Our team is working hard to help you simplify your data due diligence process.
Watch out for more Period Close tool enhancements to come!
Bookmark Aider’s Product Updates page

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