Worksheet

Event close checklist

A one-page checklist that runs from day-of expenses and client changes through vendor advances, final bills and the client invoice to the margin line. Use it on your last finished event and note which step took longest.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Close an Event’s Books: Vendor Advances, Final Bills and Margin”, www.gullysystem.com/blog/how-to-close-an-events-books-vendor-advances-final-bills-and-margin