Year-end closing in bexio

Easier than you think

Here you'll find everything you need to master your year-end closing with bexio calmly and successfully.

Practical checklists and documents

Practical online courses

Personal coaching

Clear explainer videos

Tailored support that fits your SME

Every company is unique, and the same goes for its needs when it comes to year-end closing. Here you can discover the support that suits you best.

year end coaching accounting

Coaching: Individual support

Do you have specific accounting questions and want guidance from an expert? In an individual coaching session, a fiduciary will actively support you with your year-end closing and answer your personal questions. Ideal if you do not have your own fiduciary or want individual support.

Get to the perfect year-end closing flexibly and at your own pace

With our free resources, you can prepare in peace. Start whenever it suits you.

fiduciary checklist year end closing

Free checklist for simple year-end closing

Download our free checklist here and go through it step by step. This way, you will not miss any tasks that arise at year-end closing.

View the checklist

video tutorials en

Video guide: Year-end closing step by step

In our short videos, we show you the most important steps. You decide which topics are relevant to you and at what pace you want to proceed.

View the videos (in German)

Always on demand: Your knowledge base

Our Help Center offers a variety of support articles to help you prepare for the year-end closing in the best possible way. Dive in and find answers to your questions.

Start the new year with peace of mind: Everything about year-end work

Besides the classic year-end closing, there are other important tasks: year-end work.

  • Adjust number ranges: Make sure your number ranges for the new year are set correctly. More information »
  • Enter invoices: Invoice all services provided by 31st December.
  • Enter expenses: Make sure all supplier invoices received and other expenses up to 31st December are entered.
  • Inventory: Evaluate your inventory and/or work in progress.
  • Enter wages: Also complete your payroll accounting. More information »
  • Basic VAT settings: Check and set the new settings for 2027.

Automate your year-end closing

Tedious accruals and complex year-end reports cost you valuable time. Make it easy: in bexio Marketplace you will find apps that complement your accounting. Whether automated accrual entries or AI-supported reporting – find the right extension now.

Would you like additional support?

Sometimes you don't find what you need right away. But don't worry, we're here for you:

Help in the Help Center:

Use our Help Center for further questions about bexio. There you'll find quick and easy assistance.

Support chat

Use our support chat. You can find this feature directly in your bexio account on the right-hand side. Our support experts are here for you and your questions.

Technical support

Is something not working as expected? Contact us via our contact form.

Additionally, you'll find over 1'000 certified bexio fiduciary partners in our Fiduciaries Directory if you need subject-matter support with your year-end closing and year-end work.

Year-end work in payroll accounting

There are also various tasks in the area of payroll accounting that are due at year-end and the start of the new year. Of course, we also support you with this topic.

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