Saturday, January 29, 2022

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Is your year-end checklist ready?


VP, Commercial Sales Manager

Many businesses are planning for next year. Make sure you review these financial considerations before year end:

1. Tax Laws – Work with your tax advisor to understand how/if any tax law changes affect your business.

2. Purchases – Determine if you should make major purchases now so you can take the deduction in your current tax year.

3. Results – Review your margins, sales mix and customer base now so you can make adjustments, if needed.


4. Budget – Review your current objectives and goals. Consider the financial needs involved in reaching those goals.

5. Business Plan – Your plan should be a living document. Now’s the time to review the strategies you laid out.

These five areas should prepare you to close out the year and start the next year off right. ♦

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