Prepare Your Small Business for the New Year With This Year-End Checklist

Author

Jacob Curtis
December 14, 2023

Having a year-end checklist for your small business is a practical approach to ensure that all crucial tasks are completed, and you’re not frustrated and stressed come tax time. Here is the summary checklist:

  1. Financial Review

  2. Operational Efficiency

  3. Marketing Strategy Evaluation

  4. Administration Review

  5. Planning for the Future

  6. Emergency Preparedness

  7. Tax Preparation

Let’s Dive into each for more detail:

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