# Year-end accounts desk: one client, every query and document in one place

> For Accountants and bookkeepers preparing year-end accounts for small-business clients.

the queries list is the heart of year-end — a Table of every open question for the client with the amount, the date asked and its status — beside the draft accounts, a Chart that shows the quarter that looks wrong, and only this client’s mail. Distinct from consulting-report and client-review.

## What goes on the desk

- Spreadsheet ‘Draft accounts’ (import .xlsx) (/help/widget-spreadsheet)
- Table ‘Client queries’ (Item, Amount, Asked (date), Answered (date), Status (single select)) (/help/widget-table)
- Chart ‘Cost of sales by quarter’ (/help/widget-chart)
- Document ‘Year-end notes’ (/help/widget-document)
- Drive (folder) for the client’s documents (/help/widget-drive)
- Inbox for the client’s mail by rule (connected mailbox) (/help/widget-inbox)
- Tasks to lodgement (/help/widget-tasks-planning).

## Set it up

one desk per client per year; save the first as your template (/help/desk-templates).

## Use it day to day

chase open queries from the table, filtered to waiting on the client (/help/widget-table-filter-group).

## Where Plexii helps

Plexii answers questions about the figures and notes on the desk with sources (/help/ai-assistant); Build a table with AI drafts a query list from your notes for review (/help/widget-table-ai).