December 2025 Monthly Newsletter

December Bookkeeping & Year-End Financial Checklist for Business Owners

December is a critical month for business owners. With year-end approaching and the holidays in full swing, now is the time to get your bookkeeping and financial records in order. Wrapping up loose ends now helps ensure accurate reporting, smoother tax preparation, and a clean start to the new year.

Use December to complete these important bookkeeping and tax-related tasks:

• Check in with your bookkeeper or accountant to review year-end status
• Confirm all contractor information for upcoming 1099 forms
• Prepare for 1099 filing and year-end reporting
• Review payroll records before W-2 preparation
• Schedule a final tax planning call with your tax professional
• Make any last adjustments that could improve your tax position

Taking care of these tasks now will help you avoid the year-end rush, reduce stress, and start the new year with clean, accurate, and organized financials.

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Upcoming Tax Deadlines for Business Owners

January 15, 2026

• Q4 estimated tax payment due for self-employed business owners and pass-through entities (LLCs and S-Corps)

January 31, 2026

• 1099-NEC forms must be provided to contractors
• W-2 forms must be provided to employees
• 1099-NEC must be filed with the IRS
• W-2 must be filed with the Social Security Administration
• Most state wage reports are also due

Missing these deadlines can result in penalties and unnecessary stress, so preparation in December is key.

Final Thoughts from the Founder

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December isn’t just about wrapping things up. It’s your chance to take control before deadlines, filings, and holiday distractions pile up. This is when year-end reporting, 1099 preparation, payroll reviews, and final tax planning all come together.

If you leave it to the last minute, it can feel overwhelming. But a little structure now saves time, money, and frustration later.

By reviewing your numbers, confirming what needs to be filed, and keeping your systems organized, you give yourself space to end the year with clarity and confidence instead of scrambling to catch up.

If you need support with year-end bookkeeping, 1099 and W-2 preparation, or financial cleanup, we’re here to help you stay organized, compliant, and ready for the year ahead.

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Need help getting your books cleaned up before year end?

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For Contractors & Real Estate InvestorsYear-end can get messy fast when you’re juggling jobs, crews, and invoices. If your books are behind or you don’t trust your numbers, now is the time to fix it. Let’s clean it up together so you start the new year clear and confident.Book a free call here: