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Year-End Closeout: Did It Sneak Up on You?!




You're almost at the end of another calendar year (smile), this is the most critical time for small business owners to pause, review, and close the books the right way.


A clean year-end close isn’t just about taxes — it sets the foundation for smarter decisions, stronger cash flow, and a smoother start to the new year.


Before December 31, make sure you’ve addressed:

✔️ All income and expenses are recorded

✔️ Bank and credit card accounts are fully reconciled

✔️ Payroll, contractor payments, and 1099 tracking are complete

✔️ Loans, grants, and owner contributions are properly classified

✔️ Financials actually reflect reality (not just what “looks close enough”)


Waiting until tax season often means:

❌ Scrambling for documents

❌ Paying more in cleanup fees

❌ Missed deductions or compliance issues


📌 Pro tip: If your financials aren’t decision-ready today, now is the time to fix that — not April.


If you’re a small business owner who wants to close the year confidently and walk into the new year organized and prepared, let’s talk.


 
 
 

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