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End of Year Business Checklist

Checklist, described below

End of the year checklist

It’s hard to believe it but 2019 is just around the corner. Is your business prepared to take on a new year full of challenges and triumphs, late nights and early mornings, and tough decisions and team celebrations? Before you head into the unknown, make sure to wrap up your 2018 operations with our checklist. Take time to prepare now so you can enjoy the holidays and still start the year with confidence.

  • Identify trends from 2018 business activities and performance
    Analyze your records from the past year to anticipate common needs your customers may have in 2019.
  • Ensure your data is backed up
    Don’t risk losing your valuable business information. Prepare for any potential system failures by backing up your data.
  • Audit your equipment and inventory
    Think about whether your needs are being met. If not, contact us to talk about our equipment financing options.
  • Round up your tax documents and account summaries
    Your accountant will certainly thank you - plus we’ve made it easy to download your summaries and check out upcoming promos on our portal!
  • Provide year-end reviews for employees
    Start your reviews as early as you can to give your employees the thoughtful feedback they deserve.
  • Brainstorm new promotions
    Get creative with end-of-the-year marketing promotions or start planning ahead for next year’s holidays.
  • Evaluate your business goals
    Consider your achievements from the past year and start to plan how you can push yourself further.
  • Organize your inbox
    Help your business get off to a clean start in the New Year by clearing out any junk emails and categorizing important messages.
  • Give back
    The holidays are a great time to volunteer or make a charitable donation; plus, your business may be able to take advantage of tax benefits.
  • Celebrate and relax
    Don’t forget to take some well-deserved time off to celebrate with loved ones and reflect on your accomplishments.
  • Make sure you have your personal savings in check for next year
    Our direct bank can get you set up with a savings builder account today! Click here to learn more.

This advertisement is not intended to offer any tax advice or other advice. Applicants should consult with their tax advisors concerning their specific tax situations. © 2018 CIT Group Inc. All rights reserved. CIT and the CIT logo are registered trademarks of CIT Group Inc."

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