Lee Maven says... It's Time to Prepare Your Small Business For 2022 with our Year-End Checklist
- Alenda Taylor
- Dec 6, 2021
- 1 min read
While many small business owners are looking forward to the holiday season, others have started preparing for the new year AND finalizing the rapidly ending current year. It's a time of celebration and anticipation. As the saying goes, always remember the 7 P's - Prior Proper Planning Prevents Piss Poor Performance! Our year-end checklist is the perfect tool to plan ahead and prepare for a successful new year.
There is so much to do at year end that it's best to have an organized and detailed process - a checklist designed by Lee Maven will fulfill your needs. This article will provide an overview of the tasks and their importance - request our full detailed checklist by subscribing to our mailing list at Bookkeeping & Accounting | Lee Maven Business Solutions LLC | Columbia and click on the Join Us button. Let's get started!
Ending Year 2021 - Small Business Task List Topics
Gather Important Financial Reports and Documents
Gather your Tax documents
Audit Vendor and Employee Files for Compliance and Reporting
Analyze your 2021 KPIs - Key Performance Indicators
Perform an Inventory Count
Update Fixed Assets records
Review the performance of your staff
Schedule an annual strategy session with your Accountant and/or Tax Professional
Set Goals for 2022
Use goals to build the KPIs for 2022
Create the budget for 2022
Meet with your Marketing Team or Representative
Finalize all accounting records
Close Your Books for the year
Create a backup company file
This list is an overview of tasks to perform at the end of your accounting year. Use our custom checklist to receive a complete description with details and start preparing for year-end tasks and to get a jump start on year 2022. Time to prepare is winding down.
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