Small Business/Entrepreneurs: End of the Year Checklist

Is your business ready for another successful year? Here's 20 things to do for your business before the end of the year.

Businessendoftheyearchecklist
  • 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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This checklist was created by officialcheckli

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