Get your books ready before tax season hits
The ultimate year-end checklist every business owner needs. Save time, reduce stress, and hand over clean books to your tax preparer.
What’s Inside the Year-End Checklist
- Step-by-step year-end cleanup tasks
- Pro tips from real accountants
- Editable + print-friendly design
- Space to mark progress & notes
- Payroll & 1099 prep reminders
- Balance sheet sanity checks
- Fixed asset & loan reviews
- Bonus: resource list for next year
A Clean Year-End Saves Time, Stress, and Money
Avoid the scramble
Waiting until tax season leads to missed deductions and long nights. This checklist helps you handle the right tasks at the right time.
Hand off clean books
Your tax preparer moves faster (and usually cheaper) when reconciliations, categorizations, and reports are buttoned up.
About AdminBooks
We’re a full-service accounting firm helping business owners simplify bookkeeping, payroll, tax prep, and planning. Our motto is simple: educating clients to make a difference.
Ready to Talk Through Your Books?
Start with a complimentary consultation. From there, we’ll determine if a free bookkeeping assessment is the next step for your business.
More Helpful Resources
“Know What You Owe” Worksheet
Estimate your federal tax liability in minutes and plan quarterly payments.
Quarterly Tax Payment Calculator
Figure out what to set aside each quarter—no surprises at tax time.
Clean Books Checklist
Double-check reconciliations, categorizations, and reports before filing.
Common Questions
When should I start year-end tasks?
Start in Q4. Reconcile monthly, then run final checks in early January before handing off to your tax preparer.
Is this for DIY or with an accountant?
Both. Use it to get your file clean, then share it with your accountant for a faster, smoother tax season.