December 09, 2022 | Posted in:

Year-End Bookkeeping Checklist

Closing out the Year

Proper end-of-year clean-up on your small business’s books is conducive to a great start to the new year — not to mention, will help you be in a better position you for a smoother and more efficient tax season. As you wrap up your year-end, here are the must-do bookkeeping tasks.


Year-End Bookkeeping Checklist

Download our Year-End Bookkeeping Checklist

Bookkeeping Tips Webinar Replay

The above checklist is a quick summary of actions to take before the end of the current year. For more details tips and information, click here to view our Year-End Bookkeeping Tips webinar recording.

Contact us

If your bookkeeping could use improvement or some fine-turning, the Small Business Services team is here to provide quality bookkeeping and financial reporting services to small businesses.


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 →