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  • Writer's pictureJoel White

Project Finance Checklist to Get Ahead of Year End

  • Invoice aged unbilled expenses, hours, units, milestones

  • Follow up on outstanding change orders every few days until resolved

  • Attack aged A/R

  • Use November month end to scrub the balance sheet

  • Finalize 2023 selling rates

  • Dry run ASC606 year end

  • Scrub backlog / RPO

  • Call Joel about that project you meant to get done (or even started) this year but didn't.

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