myICLUB Blog


Club Treasurers, It's Time to Close the Books on Another Year


Ensure the accuracy of your club records and get ready for tax time.

Each year, recommends that investment clubs run through a series of procedures that will help discover errors in the club's transaction entries and set the stage for efficient federal and state tax return preparation.

If you missed the live presentation by the team on "Closing the Investment Club's Books for 2023," the replay is available on our YouTube channel, or you can view the replay on demand right here:

The PDF handout of the presentation slides is available for download. is the world's most popular tool for investment club accounting and operations. Sign up for a free trial to see for yourself why thousands of investment clubs choose to manage their club's books and operations.

For more on tools for investment club accounting, operations, and tax preparation, please visit