Year-end

How do you handle bookkeeping at year-end?

Year-end bookkeeping is about cleaning up and confirming your numbers before tax time.

Common year-end tasks

Most vendors:

  • Reconcile bank and payment accounts.
  • Review income and expense totals.
  • Count inventory on hand.
  • Organize receipts and records.

Why preparation helps

Year-end cleanup reduces stress, prevents errors, and makes tax filing faster—whether you do it yourself or work with a professional.

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