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Year-End Accounting Checklist: 5 Steps to Close Your Books with Confidence

Wednesday, November 4, 2026 at 2 pm ET (11 am PT)

Year-end can mean tight deadlines, scattered records, and added pressure on your team. Get practical guidance to prepare your records, identify common compliance risks, reduce manual work, and streamline key year-end processes before tax season begins.

In this webinar, you'll learn five practical steps to review employee, vendor, and financial data, address common compliance risks, and streamline reconciliation, reporting, documentation, and e-filing for a smoother year-end close.

Key takeaways:

  • Review employee, vendor, and financial data before tax season
  • Identify common W-2, 1099, and payroll compliance risks
  • Streamline reconciliation, reporting, documentation, and e-filing

Additional Resources

Let us help you with year-end planning

Year-end planning can feel daunting, but pushing it closer to the final stretch can lead to mistakes and missed deadlines. Get tips on how to develop and execute a measured plan before time gets tight.

Month-end close in 30 minutes, year-end in 1 hour

Learn how Pepper Consulting manages 7-10 clients in Sage 50 with significant reduction in reporting time vs. alternative systems.