Why you need a Yearly Review Checklist Template

Collecting, reviewing, and reporting on your clients’ financial records for the year is important work. Afterall, your review will help them know if they’re operating within their means so they can make appropriate changes and achieve their financial goals for the next year. But as your client base grows and you hire more hands, you’ll soon realize that you need to streamline your workflow process to save time and get work done faster. 

Our Yearly Review checklist template will help you create a standardized, efficient, and quick workflow process to quickly and efficiently complete yearly reviews for your clients. 

You can also customize it to fit your firm’s needs and share it with your team members.

How our Yearly Review Checklist Template will help your firm

Our yearly review checklist template will help your firm:

Streamline your workflow process:

Our Yearly Review checklist template will help make the quarterly review process simpler and more efficient for your firm. As you onboard new clients, keeping tabs on all their work with the same level of attention and accuracy may become difficult, thereby making checklist templates indispensable arsenals in your workflow process. 

Efficiently delegate client work:

Our Yearly Review checklist template will allow  you to effectively delegate work to your team members without having any concerns about work quality. Using the checklist, your staff will understand the minute steps it takes to get the work done. Since they have a guide to follow, they will be able to competently complete work without needing your input or making mistakes. 

Standardize processes across your firm:

If your staff members have different ways of completing work, it’s time to standardize your process to improve the quality and consistency of your firm’s work. Standardizing your processes through a checklist will save you from the headache that comes with inconsistent work.

Deliver consistent, excellent work that drives client satisfaction and referrals:

Our Yearly Review checklist template was carefully created to help you and your firm accurately carry out yearly reviews in a timely manner. Also, when your clients are satisfied with your firm’s work, they’ll refer you to their friends and colleagues.

Attain freedom and flexibility:

Running a successful firm is no child’s play. That’s why you need to find ways to remove yourself from the day-to-day processes so you can focus on working “on” the business rather than “in” the business. When you use our Quarterly Review checklist template, you provide your team with everything they need to complete tasks without you. They won’t need to ask you questions, nor will they need you to get involved in the process because they’ll have everything they need right within these checklists.

What you’ll find in our Yearly Review Checklist Template

In our fully editable and customizable Yearly Review Checklist Template, you’ll find:

  • A list of tasks (steps) to complete a quarterly review
  • Space to indicate the status of each task 
  • Due date
  • Assignee
  • Notes


Note: Remember that you can add or remove any of these items to fit your firm’s unique processes.

How to use our Yearly Review Checklist Template

To use our Yearly Review Checklist Template, simply:

  • Download the template
  • Or create an account with Financial Cents to access the template


After you’ve gotten your copy of the template:

  • Review each step and determine if you want to remove or add anything.
  • Optionally, you may add your logo to customize it to your firm.
  • Share it across your team via email or your file sharing platform.
  • You can also create a video to explain the tasks and any other important details to your team.


Yearly Review Checklist Template FAQs

Are the tasks in the Yearly Review Template accurate?
Yes, they are. We created our Yearly Review Checklist Template with feedback from bookkeepers and accountants like you. However, please review each task carefully and feel free to edit them to fit your firm’s unique needs.

Can I use this checklist template within the Financial Cents application?
Absolutely! In fact, that’s the better way to use and maximize this template. In Financial Cents, you can create a project from this checklist template, making it easy for you and every member of your team to get work done. Financial Cents also gives you a great overview of all client work and projects so you never miss another deadline.


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