Year-End Checklist for Business Owners

By Jennifer Okoroafor, EA, FPC | October 21, 2026
Is Your Business Ready for Year-End? A Dec. 31 calendar page next to a year-end checklist with items checked off.

Is Your Business Ready for Year-End? What to Do Before Dec. 31 Quick answer: Start now. Reconcile your accounts, get a clear view of your cash, collect W-9s before the new $2,000 1099 threshold catches you off guard, and build your plan for 2027. Our Client Advisory Services (CAS) team can help with all of…

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