Year-End Business Checklist Form
Use this Year-End Business Checklist Form to review, confirm, and document completion of essential operational, financial, compliance, and planning tasks for your business at year-end.
Business Name
*
Operational Tasks Completed
*
Inventory counts and reconciliation complete
Outstanding orders fulfilled or scheduled
Vendor and supplier contracts reviewed
Financial Tasks Completed
*
Bank accounts reconciled
Year-end financial statements prepared
Outstanding invoices reviewed and followed up
Compliance Tasks Completed
*
Annual filings and reports submitted
Business licenses and permits reviewed
Employee records and payroll reviewed
Planning Tasks for the New Year
*
Business goals and KPIs set
Budget and forecasts updated
Team meetings scheduled for Q1
Additional Notes or Comments
Submit Checklist
Should be Empty: