To help your business’s finances shine this summer, Alloy Silverstein’s Bookkeeping team has developed a comprehensive Mid-Year Bookkeeping Task Checklist [PDF]. This checklist is designed to help small businesses stay on top of their bookkeeping tasks before it gets too busy at the end of the year, or before it becomes too late to correct errors. Invest the time now in a mid-year review to ensure a smoother year-end.
Reach out to our Small Business Services team if you have any further questions.
Click here to view the full PDF
Download the Mid-Year Checklist
For more mid-year assistance, check out our webinar replay
Ready to clean up your books and plan ahead before year-end chaos hits?
Download our free, on-demand webinar “Summer Bookkeeping Review: Clean Up, Catch Up, and Plan Ahead” with Janine Kiriluk, Director of Small Business Services at Alloy Silverstein.
From seasonal hiring tips to mid-year financial check-ins, this pre-recorded session is packed with actionable insights to help you stay organized and proactive.
🔷 Hiring & HR tips
🔷 Vendor payment red flags
🔷 Expense review guidance
🔷 Document management strategies
Perfect for business owners, HR pros, and accounting teams. Watch it anytime at https://bit.ly/4elcZXO.
Related Resources
Director of Small Business Services
Janine works one-on-one with small businesses who outsource their bookkeeping and business financial reporting to a knowledgeable, efficient, and trustworthy advisor.
View Janine's Bio →
