12/23/2025
If you want a strong start to the new year, here are a few things we want to remind you to do before January 1.
1. Review your numbers for the year.
Look at your revenue, expenses, and profit so you know exactly where you stand.
2. Clean up your accounts.
Make sure your bank accounts, credit cards, and payment processors match what’s in your bookkeeping system.
3. Organize your receipts and documents.
Set up fresh folders for the new year and move your older files into an archive.
4. Follow up on unpaid invoices.
Send reminders for anything outstanding so you head into January with healthier cash flow.
5. Set your financial goals for 2026.
Decide what you want to earn, save, improve, or streamline in the new year.
If you want support with bookkeeping or financial analysis, and a clean start for 2026, we would love to help.
Book a call to learn more about our services.
