Dreading Year-End? How to Close Your Books Without the Stress (or Surprises)

nancydurant2017
Jun 18
3 min read

Corporate year-end doesn’t have to be overwhelming. With the right plan—and the right partner—you can tie up your books, stay compliant, and set your business up for a stronger year ahead.

Hi, I’m Nancy—your go-to expert for making year-end feel a lot less chaotic and a whole lot more doable. Whether you're running a small business or managing a growing team, I help you simplify the numbers so you can focus on what’s next.

Let’s Break It Down: What Actually Needs to Happen

Year-end isn’t just about paperwork—it’s your chance to hit pause, take a good look at how your business did, and make smart decisions for the road ahead.

Here’s what needs to happen:

Review and reconcile all your accounts — Accuracy is key. It’s time to catch any errors, missing entries, or lingering surprises.
Generate your financial statements — Balance sheet, income statement, cash flow: these are your business’s report cards.
Do a physical inventory count — If you sell products, this step is essential to get an accurate picture of your assets.
Check for unpaid invoices and unbilled expenses — No money left on the table.
Double-check payroll and bonuses — Make sure employee records are accurate and up to date.
Review your fixed assets — Add new purchases, record depreciation, and remove anything no longer in use.
Confirm regulatory compliance — If there’s a form, deadline, or report to file, now’s the time.

Common Year-End Stressors (and How to Avoid Them)

You’re not alone if the words “year-end” bring a twinge of panic. Here’s what most business owners struggle with—and how I help solve it:

Running out of time: Create a simple, realistic timeline. I’ll help you map it out.
Discrepancies in the books: We’ll do a thorough review and spot errors before they become problems.
Cash flow surprises: Let’s get proactive with forecasting and set aside reserves to stay steady.
Team confusion or burnout: With clear roles and regular check-ins, we’ll keep everyone in sync and on track.
Trying to do it all alone? You don’t have to. That’s where I come in.

Tax Time Tips (That Could Save You Money)

Year-end is also about getting tax-ready—and yes, there are ways to make it easier and more beneficial:

Look for deductions and tax credits you might be missing.
Strategically time expenses and income to manage your tax liability.
Plan ahead for big purchases or decisions that affect your tax position.
Stay up to date on tax law changes—I’ll keep you informed so nothing falls through the cracks.
Not sure where to start? I work closely with trusted tax professionals to make sure you’re covered.

Embrace Tech, Save Time

Let technology do the heavy lifting. I can help set you up with:

Smart accounting software for better accuracy
Cloud-based systems so your team can collaborate remotely
Real-time financial reports to make decisions faster
Integrations with payroll, inventory, and more to streamline your workflow

Even better? I’ll train your team to use these tools with confidence.

Your Year-End Game Plan (Simplified)

Here’s what working with me looks like:

We start with a discovery call – so I can learn about your business and pain points.
You get a personalized year-end checklist tailored to your systems.
I guide you (or your team) through each step to ensure accuracy, compliance, and peace of mind.
You finish the year strong—and start the next one with clarity.

Ready to Get Ahead of Year-End?

If you’re feeling behind or unsure where to begin, let’s chat. I’ll help you create a plan that makes sense for you—no jargon, no overwhelm, just expert support and a smooth finish.

Book a Free Discovery Call with Nancy Now

Let’s make this your easiest year-end yet.

Disclaimer: This blog is for informational purposes only. Read full disclaimer here.