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Year-End Checklist for Your Business

  • Writer: Heather Cutshaw
    Heather Cutshaw
  • Dec 12, 2025
  • 1 min read


There are many tasks you must complete before the end of the year; between inventory counts, deep cleaning your store or office space, last minute "closing the deal" obligations, or even organizing your financials for your Tax Professional.


These tasks can become daunting very quickly if you do not prioritize and structure your year-end like you should. If you have outsourced your bookkeeping, the financial tasks can *thankfully* be handled without the feeling of being too overwhelming, but if you’re trying to manage your financial checklist by yourself, then it may be helpful to create an end-of-year checklist.


Don’t worry, I won't leave you hanging without a few line items you will need to get your year-end going. I have created a business year-end checklist that will help you become more organized and ready to submit your items to your tax professional quickly. Check out my list below!



 
 
 

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