Year-End Bookkeeping Checklist for Small Businesses

The end of the year can feel like juggling flaming receipts while blindfolded—but it doesn’t have to.

Year-End Checklist

• Reconcile accounts (yes, all of them).

• Categorize income/expenses (no, “miscellaneous” isn’t a real category).

• Prepare 1099s (because the IRS doesn’t accept “oops” as an excuse).

• Review financial reports (spoiler: they’re more exciting than they sound).

• Gather receipts (not from under your car seat).

Why It Matters

Think of it as tidying up your financial house before company (aka the IRS) comes knocking.

👉 Skip the stress. Let us wrap up your year-end books.