Free checklist · Year-end
Close the year with numbers you trust.
What to do before December 31 and in January, so your CPA, your bank, and your surety get clean numbers, and you start the new year with a plan.
PDF checklist · 2 pages
What's inside
- Clean-up steps to finish before December 31
- Planning items to talk through with your CPA
- A January close checklist, including W-2 and 1099 reminders
- How to set up the new year with a budget and forecast
- Questions to ask your CPA
More free resources
Check your numbers in two minutes.
Calculators, templates, and checklists built for construction and real estate owners.