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An End-of-Year Checklist for Small Business Owners and Their Teams

Heading into the new year can be a stressful time for small business owners. This free checklist will help you remember to take care of key year-end tasks.

Before joining Layr as a co-founder and the head of product, I co-founded and ran an e-commerce company for more than 5 years. The end of the year was always an exciting but stressful time for me and my team. It was exciting because the months of November and December were our biggest sales months of the year. It was stressful because my co-founder and I had to find time to manage all the critical year-end tasks while also ensuring everything operated smoothly during the most important two months of the year. I know firsthand that it’s easy for business owners to forget about key tasks that need to be completed before January 1st. So, I put together a handy checklist of the most important items that businesses need to tackle to enter the new year prepared.

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Personally, I find a checklist to be most beneficial when I can print it out and leave it on my desk where I see it regularly thus remembering to take care of the items that are on it. This year-end small business checklist is designed for just that. Further, the items are broken down by category so you can bring your employees in on the action and delegate tasks appropriately. We hope you find this resource valuable and that it makes your end of the year process a little less stressful.