With Year-End around the corner here are a few reminders to add to your to-do list 📝

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 2024!

If you’d like our accompanying PDF you can download it here: https://canduskampfer.com/close-year

7 Important Things to Do Before Closing Out Your Year in QuickBooks

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

Here’s the how-to video to update SUI & ETT Rate:  
Online Users click here

Desktops Users click here

Register now for my Customizing QuickBooks Workshop and get my free, helpful PDF guide to preparing for your tax appointment as a bonus! 🎉

Click to save your seat ➡️ https://CandusKampfer.com/workshop

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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 to view how your business is 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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