The Complete Guide to a
SUCCESSFUL YEAR-END

This free checklist was created to help business owners know what they need to do from now until Dec 31st to prepare their business for the end of the year.

This guide has 12 actionable items that cover:

• Financial Statements you need to monitor (P&L statement, balance sheet, statement of cash flow).
• Tax documents you need to review and tax.
• Tips on tax liability.
  KPIs you need to measure (i.e., gross and profit margins, client retention).
• How to review your financial plan and adjust it as needed
  How to thank your team.
• How to plan your business goals for 2023 and much more.

Grab this checklist and effectively plan your year-end.