free checklist

End of Year Checklist

Year-end is more than a deadline — it’s a transition point. What you review, clean up, and confirm before December 31 directly impacts tax preparation, financial reporting, and decision-making in the year ahead.

This checklist helps business owners understand what actually matters at year-end, where issues commonly hide, and how to prepare their books in a way that supports smoother tax filing and a stronger financial start to the new year.

Whether you handle your own books or work with a bookkeeper, this resource gives you a clear roadmap — without overwhelm.

What You’ll Learn / What’s Included

What to review before year-end vs. what can wait
Common year-end cleanup items business owners miss
How year-end prep supports easier tax filing
Questions to ask your bookkeeper or tax professional

Who This Is Best For

Business owners who want fewer surprises and more confidence heading into the new year.

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