The Year-End Readiness Checklist
Is your business ready for December 31?
Most small business owners find out about year end problems in February — when it's too late to fix them.
This free checklist helps you find them now, while you can still do something about it.
Who Is This For?
This is for you if...
You've been running your business for a year or more and you're not totally sure your books are in order
You've never done a proper year end review and you're not sure where to start
You got a surprise tax bill last year and you don't want to repeat it
You're doing your own bookkeeping and you want to make sure you're not missing anything
Not incorporated? Still applies. Sole proprietors have year end obligations too — HST, income tax, expense records. This checklist covers it all.
What you get
The Year End Checklist
Every financial item your business needs to have sorted before December 31 — organized by category, plain language, no accounting degree required.
Why Year End Actually Matters
A plain-language explanation of what year end is, why it affects real money, and why doing it early changes the outcome.
Decisions to Make Before December 31
Six financial moves that are only available before year end closes — and how to know which ones apply to you.
Where Your Records Should Live
What CRA expects you to keep, how long to keep it, and a simple system that actually works.
Want someone to do this with you?
Intimidated?
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The checklist tells you what to look for. The Year End Ready review tells you what it means — and what to do about it.
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For $600, we review your books, identify your top red flags and missed opportunities, and walk you through exactly what needs to happen before December 31. While you still have time to act.
