Closing the books (literally)

It’s about time to call it a year. To move into the next one a little lighter, you can 

• reconcile your accounts through December 

• check that all bank and credit card feeds are still connected 

• clear up any expenses that were left uncategorized 

• verify distributions and transfers are labeled correctly 

• make a note of any large purchases or one-time expenses from this year 

• confirm what you paid contractors this year for 1099s 

• take a photo of your car’s odometer if you track mileage for business 

• download and save your bank and credit card statements for the year 

Wishing you all the best in 2026!