Small Business/Entrepreneurs: End of the Year Checklist
Make sure your bookkeeping is up to date
Make sure your business is in good standing with the state
Final invoices are sent out, follow up on any outstanding invoices
Create a profit and loss statement so you can financially plan for the upcoming year
Is there anything big purchases your company needs that you can write off?
Outstanding bills are paid
Organize your business recipes
Expiring business credit card? Make sure recurring/ auto payments are up to date
Cancel subscriptions/software you are not longer using
Meet with accountant, make sure taxes payments are on track
Organized and back up company files
Create company goals for the next year
Revisit or create a new marketing and social media plan
Reflect on what worked or didn't work this year
Write down all your wins for the year
Support another business that helped your business, it can be as simple as writing a review
Give a company website a little update or rebranding
Send out a company newsletter thanking employees, partnerships, or discussing company plans for the new year
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