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Bookkeeping Checklist

Year End Financial Checklist for the female Entreprenuer

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A Year-End Business Accounting Checklist is a must-have for small business owners who want to start the new year strong. This guide walks you through ten essential tasks that ensure your financials are in order, helping you avoid costly mistakes and prepare for tax season with confidence.

It's designed to make a usually stressful process smooth and manageable, giving you peace of mind as you close out the year.

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The Quick Guide to Organizing your Business for the End of the Year

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I’m a wife, a mom to an amazing and
creative tween, and 'mom' to our playful
miniature poodle. In our home, family time is everything. Whether we're playing tag with the ‘kids’ or enjoying our favorite family games like Clue and Life, it’s these moments that matter most to us.

Find out why I started TS Financial Services and see a few of my favorite things!

I’m Shanna Turchany Stevens, your new business best friend.

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Learn more about me

Running a successful business requires wearing many hats, but managing your finances doesn’t have to be one of them. Imagine having more time to focus on growing your business while knowing your financials are in expert hands. I'm here to reduce your stress and help support your success by:

  • Freeing Up Your Time: Spend more time doing what you love—whether that’s running your business, connecting with clients, or taking care of your family.
  • Improving Cash Flow: My tailored strategies ensure that your accounts are reconciled, your invoices are sent, and your expenses are tracked—helping you maintain a healthy cash flow.
  • Making Confident Decisions: With accurate financial data at your fingertips, you’ll have the clarity to make smart, informed decisions for your business.
  • Staying Up to Date: We work to inform our clients when new small business reporting requirements are released and explain the when, why, and how. 

Why Hire a Bookkeeper?

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Running a successful business requires wearing many hats, but managing your finances doesn’t have to be one of them. Imagine having more time to focus on growing your business while knowing your financials are in expert hands. We’re here to reduce your stress and help your business thrive by:

Why Hire a Bookkeeper?

See My Services

Freeing Up Your Time: Spend more time doing what you love—whether that’s running your business, connecting with clients, or taking care of your family.

Improving Cash Flow: Our tailored strategies ensure that your accounts are reconciled, your invoices are sent, and your expenses are tracked—helping you maintain a healthy cash flow.

Making Confident Decisions: With accurate financial data at your fingertips, you’ll have the clarity to make smart, informed decisions for your business.

Staying Compliant: We stay up to date with ever-changing tax regulations and reporting requirements so you don’t have to worry about missed deadlines or penalties.