Want to know what to Review Before the Ball Drops? You can do this! If you're feeling behind or unsure what to look at before the year ends… you're not alone. This checklist is simple.

I've reviewed over 90 QuickBooks files so I know the exact spots people forget to check. This is about clarity, confidence, and giving January-You a calmer start.

 

Check That All Transactions Are Categorized

Make Sure You Reconciled Every Month

Look at Your Owner Pay for the Year

Review Any Big Investments

Check Estimated Payments + Get Your Final Number Ready

Review Your Mileage & Receipts, Your Profit & Loss, and Your Balance Sheet

Set Three Simple Financial Intentions for the New Year

 

You're not behind. You're building something real. And I'm so proud of you!

 

Here are the ways we can connect:

SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast

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Learn: www.erikamillard.com

Email: connect@erikamillard.com

Instagram: @erika_millard

 

Free QuickBooks Next Steps Session call                                                                                  https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule

 

Take Home Target                                                                                                        erikamillard.com/takehometarget

 

Mini Course- Get Comfy with Budgeting                                                                                  https://erikamillard.com/budget

 

Get Comfy with QuickBooks                                                                                                      https://erikamillard.com/get-comfy-with-quickbooks

 

Don't forget to download the free Monthly Bookkeeping Checklist                                       https://erikamillard.com/bookkeeping-checklist 

 

I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck  

Happy Bookkeeping!