It's the final #TaskTacklingTuesday of May!! One big end-of-month task you definitely don't want to neglect is making sure your monthly client invoices are accurate before they get sent on the first! Now we invoice throughout the month for different clients, which is nice for both their and our cash flow, but a good chunk of our invoices go out at the end of the month. And while we automate as many invoices as we can, some of them have variable amounts based on hours worked, sub-projects, etc., so we need to manually ensure these accurately reflect any work done the month before. This is obviously a critical task, since we don't want to charge the wrong amounts to our clients. No one feels very confident if their accountant can't even get their own invoices correct, ya know? ?? But no matter what your business does, accurate invoicing is important, and a task that you certainly don't want to forget about! What's one task you're committing to completing this month? ??? Let us know in the comments! #EndOfMonth #Tasks #ToDoList #Invoicing #Accuracy
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?????????????????? ???????? ??????????-?????? ?????????? ?????????????? Struggling with the month-end close? Many accountants feel the same, but it doesn’t have to be stressful. Imagine a smooth, efficient close every month. The key is having a solid plan and tackling tasks in the right order. Here’s my top tip: ?????????? ???????? ?????????????????????????????? ??????????. ? I recommend you do this daily to avoid a pile-up. ? Cash and bank transactions make up about 80% of business activity. ? Handling them early will save you major headaches later. Here are 7 more tips to ease your month-end close: 1. ?????????????????? ????????????????????: Ensure all fixed assets, payables, and other accounts are checked. 2. ???????????? ??????????????????: Examine invoices and expenses early and often. 3. ?????????????? ???????? ??????????: If posting and reconciling is difficult, invest in better software. 4. ???????????? ?????????? ??????????????????: Make sure your tax reconciliations are accurate. 5. ????????????-?????????? ?????????????? ?????? ??????????????????: Confirm everything is correct and up to date. 6. ?????????????? ?????? ?????????????? ??????????: Look for any discrepancies. 7. ????????-???? ???????? ??????????: Always protect your data. Bonus tip: ???????? ???????????????????? ???? ??????! - ???????? ?????? ????????????????????: Map out tasks, focus on complex ones, and allocate enough time for each. - ???????????????????? ???????? ????????????????: Find ways to make your process smoother. - ?????? ?? ??????????????????: Document and mark all steps to avoid missing anything. Ready to transform your month-end close process? Get a FREE month-end close checklist here: https://buff.ly/45tHfdV Let’s make this month-end your most efficient yet. Cheers, Ajibola ??.??. ?????? ???????? ?????? ?????? ?????????????? ???????? ???????????
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When you hear 'unprocessed invoices and you're like... 'How would I know?' ??♂? The classic 'not my department' face! ?? Relatable? Share your invoice struggles in the comments! ?? #accountinglife #businesshumor #workstruggles #invoicemanagement #funnyreels #invoicera
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The Ultimate Invoicing Checklist: Ensure Every Invoice is Perfect Late payments and overlooked details can be frustrating, but a simple checklist can make all the difference. Here’s a checklist I use to ensure invoices are clear, accurate, and paid on time: 1. Client Details – Confirm correct name, address, and contact information. 2. Unique Invoice Number – Use a consistent numbering system for tracking. 3. Payment Terms & Due Date – Clearly state when payment is expected. 4.Itemized Services/Products – Provide a detailed breakdown of charges. 5. Subtotal, Taxes & Total Amount – Accurately calculate all figures. 6.Payment Instructions – Include clear instructions for how to pay. 7.Supporting Documents Attached – Attach any relevant documents. 8.Double-Check for Accuracy – Review all details before sending. 9.Send & Confirm Receipt – Ensure the client receives the invoice. One extra tip: Automate reminders to gently prompt clients about upcoming due dates. What do you think? Is there anything you would add to this list? Share your best invoicing practices. #invoicing #accounting #smallbusiness #cashflow #productivity #financetips
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??????????-?????? ?????????? ????????????????! ??? The month-end close is approaching! Ensure all financial transactions are recorded accurately. Reconcile bank and credit card statements, verify expense reports, and prepare necessary reports. Don't forget to review and approve outstanding invoices. Let's wrap up the month strong with accurate financial data. ?? #MonthEndClose #Accounting #FinancialGoals
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Sending out invoices is just the beginning! ? Discover what unfolds next in the invoicing process with Invoice Home????: https://lnkd.in/gmTQzph2 #InvoiceManagement #BusinessTips #InvoiceHome
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