Free download
Year-end prep checklist
Close the books with confidence: accruals, fixed assets, payroll summaries, and the documents your advisor will ask for in January.
Get the checklistWhat’s inside
Built for busy operators
Get the checklistA calm January starts with a deliberate December. This checklist sequences the work so nothing material is left for the last week of the year.
Share completed sections with your Accru advisor early, small issues are cheaper to fix before returns are drafted.
- Balance sheet clean-up before December 31
- Fixed asset and depreciation notes
- Payroll, contractor, and 1099 prep
- Document pack your tax advisor will request
More resources
Keep building your toolkit
The small business tax checklist
A practical guide covering quarterly estimates, deductible expenses, entity considerations, and year-end planning, everything you need before tax season hits.
Quarterly estimated tax guide
How to set safe harbor estimates, avoid underpayment penalties, and align payments with your cash flow, without overpaying all year.
Bookkeeping startup kit
Chart of accounts starter, monthly close rhythm, and the reports every founder should review, so your books stay decision-ready.