Access the webinar recording here: Year-End Checklist
The holiday bustle is on its way, and with so many tasks on your plate, Rentec Direct wants to help you finish the year strong. Now is the time to address any accounting “housekeeping” and reconciliation so that the new year (and tax season) is a breeze.
We recently hosted a webinar for Rentec Direct clients that delves into all the important tasks that should be on your year-end checklist. The value-packed webinar was hosted by your Director of Client Experience, Janell Kittleson, as well as, the Rentec Direct Success Team Lead, Kathryn. Find out all the details for ensuring your accounting is on-track, tackling those verification tasks, and how to check off those vital year-end tasks such as 1099’s and forecasting for the year ahead.
This webinar is perfect for our clients who want to systematically and efficiently check off those crucial items on your 2019 to-do list in order to step into 2020 more prepared than ever before.
Access the webinar recording here: Year-End Checklist
TOPICS COVERED:
Housekeeping:
- “Uncategorized” transactions
- Move-Outs
- Tenant Security Deposits
- 2019 Expenses
- Tenant & Owner Balances
- Lease Expiration
- Reminders
- Maintenance Requests
Reconcile:
- Transaction History
- Bank Sync
- Bank Reconciliation
- 3-Way Reconciliation
Verify:
- User Permissions & 2-Factor Authentication
- Vendors, Owners & Tenants Information
- Verify Tax ID#s
- Property & Renter’s Insurance
Final Tasks:
- Owner & Tenant Statements
- 1099’s
- Policies
- Inspections
- Marketing Plan
- Forecasting
2020:
- New Workflow
- Support
HELPFUL LINKS:
- 3-Way Reconciliation Worksheet
- Audit Assistance Tools
- Nelco’s Previous 1099 Webinar
- Bank Account Reconciliation
- Bank Sync
NEED HELP?
Webinar Questions:
Janell: j@rentecdirect.com
Account Questions:
Client Support: Monday – Friday, 6am – 5pm, Pacific,
Phone: 800-881-5139 x2
Email: success@rentecdirect.com
UPCOMING WEBINARS:
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