In this video, I’m going to go over 7 important things that you need to do before closing out your books for the year.

Check it out now and make sure you’re all set for a smooth transition into 2023!

7 Steps To Do Before Year-End

  1. Zero Out Merchants (Transfer Money from PayPal, Venmo)
  2. Write Down Mileage for Business Vehicles
  3. Count Inventory
  4. SBA Loan (Log in and look at your Y-T-D interest expense)
  5. Process Final Payroll – (CA Employers) Update SUI + ETT Jan 1, 2023
  6. Estimated Tax Payments
  7. Review any outstanding checks + re-issue

Here’s the how-to video to update SUI & ETT Rate:


Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?

I would love for you to join me on my customizing QuickBooks workshop.

I’ll be sharing:

  • The most efficient way to track your Income and Expenses.
  • How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
  • Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling confident at your next tax appointment.

I’m excited to see you on the workshop!

Click here to save your seat  → Join My Free Workshop!


🙋🏻‍♀️ I’d love to connect with you on Instagram or Facebook

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