Year End Part Four: Business/Industry Specific Tasks

November 29, 2023

The end of the year is an excellent opportunity to take care of those tasks that are specific to your business or industry. Do you carry inventory? This is a good time to conduct a full physical count and make adjustments. Do you have payroll? Make sure to check the amounts you have reported to the state and federal authorities against what you are showing in your payroll system. The same can be said of any sales taxes you have collected and remitted. Double check your numbers. What other tasks does your business require?



Depending on your business, the end of the year may be a slower time that allows you opportunity to address those items on your task list that keep getting put off. Clean up old files on your computer and in your cabinet. Look through your subscriptions to determine if you are paying for things you aren’t using any longer. Delete old emails! Or, if you’re afraid that maybe someday you’ll need it, then archive it where you can retrieve it later. Good luck, Happy Holidays, and Happy New Year!


January 16, 2026
A new year is the perfect time for small business owners to reset, refocus, and build better financial habits. While motivation is high in January, the businesses that truly succeed are the ones that rely on systems and routines—not guesswork —to manage their finances. Strong bookkeeping habits create clarity, reduce stress, and support smarter decision-making all year long. Here are the essential financial habits every small business should establish to start the year strong.
December 8, 2025
A new year brings new goals, new opportunities, and a fresh chance to move your business forward with confidence. But before you can set smart financial goals for the year ahead, you need a clear picture of where you’ve been—and that’s where bookkeeping plays a vital role. Accurate bookkeeping gives you the financial visibility needed to make informed decisions. Here’s how wrapping up the year properly sets you up for success:
November 12, 2025
A Practical Guide for Small Business Owners