The Ultimate Checklist for End of Year Business Finances

Grab This Ultimate End of Year Checklist to Guide You Through Updating Your Business Financial Information

Includes 42 action steps to take in over 16 categories

Insider tips that Crystal uses exclusively in her own business 

If you get stuck, Crystal will personally help you through each one of the action steps

This is for you if you...

Currently owns a business

In charge of books for a business

Use software for your accounting

This is not for you if you...

Don't own a business

Don't have any accounting responsibilities

Not in charge of any financial recordkeeping

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What People Are Saying

I have to tell you how well the meeting went with Crystal this morning. She is a dream-come-true! We were able to resolve several of the ongoing issues we've had and she provided easy-to-follow instructions for me to use going forward.

Leta Campbell-Larsen

Crystal is a joy to work with. I appreciate that she took the time to really understand our business and the history of our bookkeeping system before making changes. Our bookkeeping process is very efficient and well organized due to Crystal's diligence and attention to detail.

Todd Harris, CPME

Crystal did an outstanding job getting my Quickbooks on the right track.  She also made herself promptly available for follow up training. She didn't just make Quickbooks understandable, she made it easy.

Gary Clark

G Charles Bakery