Newsletters

Small Business Year End Checklist

Aug 23, 2025

B.Y.O.B. | Brewing Your Own Business | 78th Edition | Year End Checklist

Caffeinate Your Cash Flow

The end of the year is always busy with holidays, family time, and planning for the new year. As a small business owner, having a small business year end checklist makes it easier to tackle tasks like income statements, taxes, and employee incentives. Balancing work and life as December 31 approaches can be tricky, but focusing on your business now can help you finish the year strong and set yourself up for success in the new year.
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Weekly Sips of Wisdom

End of the Year Checklist
1. Run standard financial reports
2. Analyze cash flow statements
3. Verify vendor information
4. Reconcile accounts receivable
5. Double-check payroll and benefits
6. Know what forms to file
8. Implement tax saving strategies
9. Request filing extensions if needed
10. Update your business goal
11. Audit your website
12. Count and value inventory
13. Review marketing efforts
14. Backup computers
15. Download important files and reports
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Dream Believe Achieve

“No one can go back and make a brand new start, anyone can start from now and make a brand new ending.”
– Carl Bard
#zensationallifestyle
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