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Prepare year-end balance sheet
- Prepare year-end statement of income/(lose)
- Prepare year-end adjusted trial balance and supporting documentation
- Provide year-end adjusted trial balance/documentation to CPA (ARI workpapers)
- Interface with CPA during year-end income tax planning
- Interface with CPA during year-end income tax return preparation
- Interface with CPA during year-end financial statement preparation (if applicable)
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