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