Year-End Close Checklist
Before you can file taxes or start the new year strong, you need a clean year-end close. This checklist helps ensure everything is reconciled and ready.
📌 Closing Checklist:
- ✅ Reconcile all bank and credit card accounts
- ✅ Record all income and expenses
- ✅ Match receipts to transactions
- ✅ Close out accounts receivable/payable
- ✅ Record depreciation and asset purchases
- ✅ Run year-end reports (P&L, Balance Sheet, Cash Flow)
- ✅ Back up your accounting file (if applicable)
- ✅ Review for accuracy or hire a pro to double-check
Pro Tip:
Start this process in December — not April.
🧾 Want help closing your books? Book a free year-end review