As 2018 comes to a close, plan to run reports, perform backups and complete routine maintenance to keep your practice running smoothly and your information accurate.

  • Finalize accounting
    – Ensure all invoicing is completed and posted appropriately
    – Review accounts receivable and write off bad debts
  • Finalize inventory
    – Ensure all inventory is received in the software system
    – Perform a physical count of all inventory items
    – Adjust quantity on hand and adjust cost if incorrect
    – Print report for inventory and year end cost for accountant
  • Process end of year in your computer software system
  • Print out all end of year reports
  • Ensure you have a valid backup and test backup verification
  • Clean all computers and keyboards – set up a schedule to complete this task on a monthly basis

Judi Dunston, Consultant Assistant
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