Before You Close 2025… Let’s Talk Taxes & Bookkeeping

If you’ve been telling yourself, “I’ll deal with taxes after the holidays,” this is your friendly nudge from reality (and me): tax season actually starts now.

December is the calm before the storm. Which makes it the perfect time to do a quick year-end money review so you’re not panicking over missing receipts and messy books in March.

To make this ridiculously simple, I put together a: Year-End Accounting & Tax Review Checklist. Use it to get your business cleaned up, organized, and ready for tax time—without needing to be a numbers person.

Why this matters now (not in April)

Here’s the real talk:

• You catch mistakes while you can still fix them.Double charges, missing invoices, uncategorized expenses—December is your last clean-up window before everything gets locked in for the year.

• You give your CPA or bookkeeper time to actually help you.If you hand them a financial tornado in March, they’re going to do their best… but it’s mostly damage control at that point.

• You might save money on taxes.Some tax-saving moves only work before year-end. If your numbers are up to date now, you can make smart decisions instead of guessing.

• You get to start January like a CEO, not a firefighter.Fresh year, clean books, clear game plan. Way better than starting behind and stressed.

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Need a bookkeeper or CPA? I’ve got people.

If you’re reading this thinking:

“I don’t want to do this myself… like, at all.”

Totally fair.

You don’t have to DIY forever. A good bookkeeper or CPA can:

• Keep your books accurate and up to date

• Help you know what you can actually write off

• Keep you on track with deadlines

• Help you plan instead of just react

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If you’d like recommendations for bookkeepers or CPAs I trust,shoot me an email and I’ll point you toward someone who will actually take care of you.

A few key deadlines on the horizon (U.S. businesses)

You don’t need to memorize these, but you do want them on your radar:

• January:

  • Send out 1099s and W-2s to contractors and employees.

• March 15:

  • Filing deadline for many S-Corps and partnerships (or extensions).

• April 15:

  • Most individual + sole proprietor returns are due (again, or extensions).

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Your situation might be a little different depending on your business structure and location, so this is where that checklist + a solid tax pro come in clutch.

Your next steps (keep it simple):

1. Download the Year-End Checklist

   1. [Download the Year-End Accounting & Tax Review Checklist]

2. Block 60–90 minutes on your calendarTreat it like a meeting with your future self. Because it is.

3. Decide: DIY for now, or get support?

   • If you’re staying DIY: use the checklist as your guide.

   • If you’re ready for support: hit reply and say “I need a bookkeeper/CPA” and I’ll help you get connected.

     
     

You don’t need to know everything about money, taxes, or bookkeeping.You just need to know what matters right now—and take the next right step.

I’m here if you want a human to walk through it with you. 💛