Small Business End-of-Year Checklist

Small Business End-of-Year Checklist

The end of the year may be a hectic time for your business but that doesn’t mean you should skip out on these important end-of-year things for your business. 

The end of the year is a busy time for a whole host of reasons. Travel plans, holidays, and family visitations keep everyone running riot from November through the beginning of January. But as a small business owner, you can’t let your guard down at this crucial point in the calendar year. This is because it’s the time of year when your business requires your attention in the areas of accounting, IT, and other general tasks. Not doing so may put you in a hole for next year that may be tough to climb out of.

Here are a few things you need to take care of as a small business owner during the end of the year.

End-of-Year Checklist


Your numbers should match up perfectly with the records, or you may receive a call from your pals at the IRS.

  • Analyze cash flow statements
  • Double-check your payroll and benefits
  • Reconcile your accounts receivable


Your data needs to be secure to protect your business from any cyber theft or data loss.

  • Back up your data
  • Back up your clients

General Business

Common and general things must also not be overlooked if you want to put yourself in the best position possible for next year.

  • Examine your goals and create new ones
  • Inventory count

The end of the year should not be a mess for your business, at least it shouldn’t be for you and your processes. While you may have a good checklist, it won’t mean much if you don’t have the appropriate business insurance for your business. For policies across the globe, contact the independent insurance professionals at Lloyd S. Berkett Insurance Agency in Los Angeles.

11150 W. Olympic Blvd.
Suite 1100
Los Angeles, CA 90064

(310) 857-5757
(800) BERKETT | 237-5388
Fax: (310) 857-5750

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The Lloyd S. Berkett Insurance Agency, Inc. was founded in 1946 by Lloyd S. Berkett. Regarded as one of Southern California’s most successful, well-respected and innovative independent insurance agencies, ... Read More

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