Question

You have been placed in charge of the closing process for Magnolia Tree Services for the period ending December 31. Time is short, and you must delegate the closing tasks to three bookkeepers in your department. For your initial post, write an email to your co-workers (Sally, Jim and Jan), assigning each of them specific tasks to complete by the end of the week. In the email list the required closing tasks and identify which employee is responsible for each task. Make sure that your co-workers understand the order of the tasks they are to perform.

Answer 1

Subject: Magnolia Tree Services - Closing Process Tasks

Dear Sally, Jim, and Jan,

As you all know, the end of the year is approaching, and we need to close out our books for the period ending December 31. I appreciate your willingness to help with this process, and I am confident that we can complete the required tasks on time.

Below is a list of the closing tasks that need to be completed by the end of the week, along with the name of the employee responsible for each task:

Sally: Prepare and post adjusting journal entries for any accrued expenses or revenues.

Jim: Reconcile all bank statements and credit card statements, ensuring that they match our accounting records.

Jan: Prepare the balance sheet and income statement, including any necessary closing entries.

It is important that we complete these tasks in the order listed, as each task depends on the completion of the previous one. Therefore, Sally, please ensure that you complete your task before Jim begins his, and so on.

If you have any questions or concerns about your assigned task, please do not hesitate to contact me. I will be available to provide guidance and support throughout the closing process.

Thank you for your attention to this matter, and I look forward to working with you to complete this important task.

Best regards,

[Your Name]

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