Yearendo

Yearendo is for the partner or practice manager of a small CPA firm that runs payroll for its clients: every client as one record with its pay frequency, its next run, the filings it is due, who on the staff owns it and what the firm charges for it. The worksheets on this site are free and work the firm's own costs on the page, with no account, so you can price an engagement before deciding whether the software earns its place.

Yearendo is a small piece of software for the partner or practice manager of a CPA or accounting firm. It has two halves. The worksheets are free and work the firm's own pricing on the page: the blended rate on an engagement from partner, manager and staff hours at standard rates, and the rate a staff hour has to bill at from salary, burden, overhead and billable hours. Yearendo Pro is the client book those fees are quoted into: every client with its fee, its payroll calendar, the filings it is owed and the person in the firm who owns each, kept with dates and exportable at any time.

Who it is for: The partner, practice manager or office manager of a CPA or accounting firm of two to twenty people that runs payroll and recurring work for a book of business clients and sets its own fees

Yearendo Pro is $79 per month for the whole firm, billed monthly.