by anthonycaliendo
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End of Year Checklist for Small Business Owners

• Here are 27 Year End Tasks to Minimize Your Stress in the New Year

• Review past year\'s goals and results

• Business

• Set new year\'s goals

• Prepare a strategy plan to meet your goals

• Hold an annual meeting if you\'re a Corporation or LLC

• File an annual report if you\'re a Corporation or LLC

• Take an inventory

• Review and update your sales plan

• Review and update your marketing plan

• Conduct a social media and digital marketing audit to be sure all profiles are accurate and all links are working

• Back up your computer, all your files, your phone and

• Create needed hardcopies or download PDFs from cloud files

• Review and update vendor files and contracts

• Employees

• Finish annual performance reviews

• Distribute annual or performance bonuses

• Evaluate staff needs for the coming year

• Finances

• Run all year-end software reports

• Finalize all payroll federal, state and local records

• Pay all vendors and contractors in full

• Review your P&L statements to see where you\'re profitable - and where you\'re not

• Withhold taxes from all employee bonuses

• Meet with your accountant or tax preparer to schedule tax dates and estimate taxes due

• Review all insurance policies

• Set your new year\'s budget

• Clients / Customers

• Review your client lists

• Thank all current clients for their business

• Deliver client appreciation gifts

• Close all outstanding year-end deliverables

• Create client / customer acquistion goals

This checklist was created by anthonycaliendo

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