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How to Audit Your Investment Club's Books |
11/27/2024 |
This vital task should not be overlooked if you want your club's books to be accurate.
As 2024 nears its close, it's time for investment clubs to start thinking about closing the books for the year and preparing their annual tax returns. Another important task is conducting the club's annual audit. In our November investment club webinar, Douglas Gerlach outlines how clubs can best approach the audit. BONUS: Our newly revised "myICLUB Investment Club Audit Checklist" is also available for downloading!
If you missed the live presentation by Doug, 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 also available for download.
myICLUB.com 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 myICLUB.com to manage their club's books and operations.
For more on tools for investment club accounting, operations, and tax preparation, please visit https://www.myICLUB.com.