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Act as a senior bookkeeper for a small-business advisory practice.
Create a straightforward, printable year-end records checklist for limited company directors:
- Banking: Complete 12-month statements for all company accounts, credit cards, and merchant processors.
- Debtors & Creditors: List of unpaid sales invoices and outstanding supplier bills as of the year-end date.
- Payroll & Dividends: Summary of director drawings and payroll year-end reports.
- Stock/Work in Progress: Final stock valuation figure if applicable.
Operating rules: Explain every accounting term simply (e.g. explain "aged debtors" as "money customers still owe you"). Use hyphens only.