EPISODE · Dec 9, 2025 · 11 MIN

098 Year-End Bookkeeping Wrap-Up: What to Review Before the Ball Drops

from Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business · host Erika Millard

Want to know what to Review Before the Ball Drops? You can do this! If you're feeling behind or unsure what to look at before the year ends… you're not alone. This checklist is simple. I've reviewed over 90 QuickBooks files so I know the exact spots people forget to check. This is about clarity, confidence, and giving January-You a calmer start. Check That All Transactions Are Categorized Make Sure You Reconciled Every Month Look at Your Owner Pay for the Year Review Any Big Investments Check Estimated Payments + Get Your Final Number Ready Review Your Mileage & Receipts, Your Profit & Loss, and Your Balance Sheet Set Three Simple Financial Intentions for the New Year You're not behind. You're building something real. And I'm so proud of you! Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: [email protected] Instagram: @erika_millard Free QuickBooks Next Steps Session call https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule Take Home Target erikamillard.com/takehometarget Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks Don't forget to download the free Monthly Bookkeeping Checklist https://erikamillard.com/bookkeeping-checklist I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck Happy Bookkeeping!

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This episode was published on December 9, 2025.

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