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

Archive old 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

Update your social media

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