November isn’t just for turkey and gratitude — it’s also the perfect time to get your business books in order before the year wraps up. By acting now, you can avoid the December scramble and head into 2026 calm, compliant, and confident. Here are five simple ways to get your books year-end ready — and your stress level down.
1. Reconcile Every Account
Check that your bank and credit card accounts match your bookkeeping records. Even small discrepancies can snowball later. Consistent reconciliation keeps your financial picture accurate and your reports reliable.
2. Review Outstanding Invoices and Bills
Take a few minutes to follow up on unpaid invoices and settle any lingering bills. Your year-end statements will look much cleaner, and your cash flow will thank you.
3. Categorize and Clean Up Expenses
Misplaced expenses can cost you time and deductions during tax season. Double-check your categories — subscriptions, supplies, travel, meals — and correct any mismatches now.
4. Organize and Back Up Financial Files
Whether you use digital folders or accounting software, ensure everything’s saved, labeled, and accessible. Keep copies of receipts, payroll reports, and statements in secure cloud storage.
5. Schedule a Year-End Review with Your Bookkeeper
A quick consultation with a professional can catch small errors before they become big problems. ShoreSource Business Solutions helps clients review reports, ensure compliance, and prepare for smooth tax filing.
Getting ahead on year-end bookkeeping doesn’t just make tax time easier — it gives you peace of mind. By starting in November, you’ll step into the new year with clarity and confidence. ShoreSource Business Solutions is here to keep your books balanced, so you can keep your business growing.
