December 2022: Year-End Checklist

January 27, 2023


The holidays are already upon us, and at the same time we’re preparing for the festivities, we still have year-end work tasks to complete. Here are some resources to help make closing out 2022 a little bit easier during the busiest time of the year. 


Plan Your Close

It’s easy to get lost in the details with everything happening at the end of the year. Now, more than ever, it’s essential to stay focused on the big picture by creating a plan to guide your AP processes and ensure you don’t end up short-staffed.




MEMBERS-ONLY 1099 WEBINAR: Year-End Checklist

Join IOFM and Cokala on December 8th for the webinar, 2022 Essential Year-End Checklist for Successful 1099 Reporting. Review and learn how to implement best practices for a successful Form 1099 filing season, fewer 1099 corrections, and much lower exposure to costly penalties, with timely information you’ll take away from this comprehensive Year-end Checklist presentation.




Organize AR Tasks

AR also has plenty of things to do in the month of December. Here’s a rundown of what tasks to focus on and why they matter so much. We also offer 21 solid tips for getting everything done in a short window of time.




Create a Checklist

If you could use some help organizing your AP priorities right now, download IOFM’s year-end/month-end Excel checklist. It’s pre-filled with recommended closing tasks which you can customize, track and print out.




FREE WEBINAR: Raising AR’s Profile

For years, AR professionals have looked to shake off the ‘back-office’ tag. The reality is they play a significant role both operationally and strategically. Now is the time to shine a light on the importance of AR. Join IOFM and BlackLine on December 14th for this free webinar, What AR Professionals & Credit Managers Need to Tell Their CFO, showcasing AR’s vital role.


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