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Accounts: Annual Financial Statements

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Download your free Accounts: Annual Financial Statements template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Accounts: Annual Financial Statements' templateAccounts: Annual Financial StatementsReady to Start2 AutomatorsEnsure parameters of the work item are correctCompletedReview, update and send the initial client task belowCompletedCLIENT TASKSProvide the following details for this year's annual accounts4 AutomatorsPlease provide us with access to your bookkeeping software or recordsCompletedUpload your year-end bank and credit card statementsCompletedUpload your year-end loan statementsCompletedPlease confirm all invoices have been entered (to customers and from suppliers)Ready To StartDue Today

This template is designed to streamline your process for completing annual financial statements.

The template includes best practice automation to ensure clarity around:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The work goes through the following stages:

  • Ready To Start
  • Waiting for info
  • Kick-off/ Setup
  • Prep
  • Review
  • Assemble
  • Waiting for client
  • Advise
  • Assemble
  • Wait for signature
  • Follow-up
  • Completed

The roles involved in completing the work are: Accountant & Reviewer. The overall ownership of the work changes as the work progresses between the roles involved.

The start date for the work is the 1st day after the financial year end, the due date is 6 months later, and the initial work assignee is the accountant.

Download the Template

Download your Accounts: Annual Financial Statements template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling