Close out your books before the year closes you.
A line-by-line checklist that tells you exactly what to handle in your business finances before December 31 — so tax season is a non-event instead of a panic.
- Know every task that has to be done, and when
- Stop guessing what your accountant actually needs
- Walk into the new year with clean, audit-ready books
Send me the checklist
Drop your details below and it lands in your inbox in the next minute.
Year-end shouldn’t feel like an emergency
Most business owners don’t have a money problem at tax time. They have a “no system” problem. The work piles up because nobody ever handed them a clear list of what to actually do.
You know the year is ending. You don’t know which 12 things have to happen before it does.
Every month you skip turns into a January scramble — receipts, logins, and uncategorized transactions everywhere.
1099s, deductions, mileage, owner pay — the stuff that’s easy to forget is exactly the stuff that gets flagged.
You end tax season exhausted, behind, and paying for hours you could have saved with a little prep.
A clear path from “I’ll deal with it later” to done
Know exactly what to do
Every year-end task laid out in plain English — no accounting degree required. Just work top to bottom and check the boxes.
Stop procrastinating
The hardest part of money tasks is starting. A checklist turns one overwhelming project into small, finishable steps.
Stay off the IRS’s radar
From a former government tax auditor: do these things and you close the gaps auditors actually look for.
What you’ll knock out before December 31
A focused, no-fluff list covering the year-end essentials for an online or service-based business:
- Reconcile every bank and credit card account
- Catch up and categorize outstanding transactions
- Confirm who needs a 1099 — and gather their info
- Review and capture every deduction you earned
- Square away owner pay and distributions
- Log mileage and home-office details
- Run and sanity-check your year-end reports
- Build your clean hand-off pack for your tax preparer
Hi, I’m Clarissa — your numbers person
I’m an accountant and financial strategist for online business owners, and I spent six years as a government tax auditor before that. So I know precisely what gets a business flagged — and how to keep yours clean and prepared.
My whole thing is making the money side of your business make sense without an accounting degree (because who has time for that?). This checklist is the same one I’d hand a brand-new client to get their year-end in order.
Grab the Year-End Financial Checklist — free
Spend a few minutes now. Save yourself the January panic. It’s that simple.
Send me the checklist
Enter your details and it’s in your inbox within the minute.