Year End Checklist

Make tax season easy, breezy, and drama-free with the Year-End Checklist for Entrepreneurs — your go-to guide for closing out the year like a CEO who knows exactly what’s happening in her business.

This checklist walks you through the essential bookkeeping, financial, and administrative tasks every entrepreneur should complete before December 31st. No more scrambling for W-9s, missing receipts, or guessing your way through tax season — this guide simplifies it all so you can start the new year organized, confident, and in control.

Inside, you’ll find step-by-step reminders to help you:

✔️ Enter & categorize all transactions for the year

✔️ Reconcile bank accounts, credit cards, loans & payroll reports

✔️ Review financial statements

✔️ Plan your 2026 budget + cash flow goals

✔️ Refresh your pricing, subscriptions, and vendor list

✔️ Prepare for taxes (W-9s, 1099s, Q4 income review, and more)

✔️ Organize your content calendar, branding updates & operational tasks

✔️ Tie up all loose ends so you can glide into the new year with clarity

This resource is perfect for busy service-based entrepreneurs who want financial clarity without stress — and it’s crafted by Charese Chambers, award-winning Fractional CFO and Small Business Strategist who has helped entrepreneurs secure over $8.2M in funding in 2024 alone.

Whether you’re DIY-ing your books or preparing to hand everything off to your accountant, this checklist gives you the exact roadmap to finish the year strong.

✨ Make data-driven decisions.

✨ Clean up what’s chaotic.

✨ Start 2026 organized, profitable, and ready for growth.

Download your checklist now and take the first step toward an actually relaxing tax season.

Schedule a tax planning session. Save $10K on your next tax bill