Free Year-End Bookkeeping Checklist

A step-by-step list to close out your small business books for the year: bank and credit card accounts, invoices, expenses, contractors and payroll, owner money, and the reports your CPA will ask for. Sign up for the BDE newsletter and download it free.

What’s in the checklist

  • How to reconcile every bank and credit card account through December 31
  • Checking that every sale is recorded and following up on unpaid invoices
  • Cleaning up expense categories and late December bills
  • Collecting W-9s and totaling contractor payments before January
  • Recording owner draws, loans and equipment purchases
  • The reports to run and hand to your CPA or tax preparer

Two pages, plain English, with a box to check for each step. Written by Billy Eldridge, MBA, a QuickBooks Online Certified ProAdvisor with more than ten years of bookkeeping experience.

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Questions

Is the checklist really free?

Yes. Sign up for the BDE Bookkeeping Solutions newsletter and the download link appears right away. The newsletter shares practical bookkeeping tips, and you can unsubscribe at any time.

What if my books are too far behind for a checklist?

That is common. BDE Bookkeeping Solutions offers catch-up bookkeeping to bring books current, and you can start with a free bookkeeping review, where Billy goes over your books and tells you what he sees and what he would do to fix them.

Does BDE prepare tax returns?

Only basic personal returns. BDE Bookkeeping Solutions does not prepare business tax returns. We keep the books clean and work alongside your CPA or tax preparer.