Wrap Up 2025 with Confidence!
Year-End Bookkeeping Made Easy.
Clean books, compliant filings, and a calm start to 2026.
At Certum Solutions, we help business owners finalize their year-end accounting, W2s, and 1099s— accurately and on time.
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How to Get Your Books Year-End Ready
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“If you’re not totally familiar with end-of-year processes or how to prepare your QuickBooks file for tax season, this walkthrough covers all the essentials before you hand things off to your accountant or CPA.”
— Katherine Bunschoten, CEO of Certum Solutions
Why Year-End Matters
Your Year-End Close Is the Most Important Task of the Year
Your year-end bookkeeping process isn’t just about cleaning up transactions, it’s about clarifying your entire business health before tax season hits. When your books are clean and reconciled, you gain accurate insights, avoid costly filing mistakes, and enter 2026 ready to grow.
At Certum Solutions, we’ve supported small and mid-sized businesses nationwide for over 15 years with bookkeeping, payroll, and fractional CFO services. Whether you’re behind on reconciliations or just need help preparing 1099s, we make sure your books don’t cause you stress, they give you clarity.
“We don’t just close your books, we open up your clarity.” — The Certum Solutions Team
Checklist
Your Step-by-Step Year-End Bookkeeping Checklist
Before you hit “close” on 2025, make sure these essential bookkeeping tasks are complete.
Reconcile All Bank and Credit Card Accounts
Match every transaction from your bank feeds, and ensure your balances align. This step catches errors before they roll into next year.
Review Accounts Receivable & Payable
Verify that invoices, vendor bills, and outstanding balances are accurate. Resolve old items before closing the year.
Confirm Payroll Accuracy
Double-check final pay periods, bonuses, benefits, and withholdings. Small errors here can create big tax headaches later.
Review Expense Categorization
Proper categorization affects both deductions and reporting. We’ll clean up expense categories for better tax optimization.
Verify Fixed Assets and Depreciation
Update your depreciation schedules or flag them for your accountant. Keeps your balance sheet aligned with tax records.
Reconcile & COGS
If you sell physical products, ensure your inventory values & cost flow assumptions (FIFO, LIFO, Average) are correct.
Back Up and Lock Your Books
Once finalized, lock your books to prevent edits. Store your file backups securely, and keep the password safe with your financial admin.
Prepare 1099s & W2s Early
Start gathering contractor & employee info. Certum helps track deadlines & e-file all needed forms before January cutoffs.
Don’t Wait— Year-End Slots Are Filling Fast!
Avoid the January scramble. Schedule your free year-end bookkeeping consultation before December 15th to secure your review slot.
Need a Free Downloadable?
The Ultimate Small Business Year-End Bookkeeping Checklist for 2025
Download your free PDF version of this checklist, designed by our accounting experts.
User Issue
Common Year-End Accounting Mistakes (and How to Avoid Them)
Even experienced business owners make simple errors during year-end. Here are a few we see most often, and how our team helps prevent them.
Pro Tip: Starting early saves time and money. A clean close means faster taxes, fewer surprises, and more accurate budgeting for 2026.
Waiting too long to start.
Year-end cleanup should begin in November, not January. We help clients build a pre-close plan to avoid the crunch.
Misclassifying payroll or expenses.
Quick fixes can create tax-time confusion. We categorize and reconcile correctly the first time.
Ignoring unreconciled transactions.
Every unverified balance throws off your financial statements. We ensure every account ties out before the year ends.
Missing 1099 filing deadlines.
Late 1099s can lead to penalties. We track and e-file them for you on time.
Not preparing for tax season.
Your CPA works faster (and cheaper) when your books are clean. Certum coordinates directly with CPAs to make handoff effortless.
Why Certum Solutions
Why Choose Certum for Year-End Bookkeeping?
We’re more than bookkeepers, we’re your year-end financial partner.
✔️ Full-Service Year-End Support: From reconciliations to final financial reports.
✔️ QuickBooks & Accounting Experts: Advanced users of QuickBooks Online, Xero, and Cin7 integrations.
✔️ Advisory Experience: With over 15 years of financial and systems expertise, we bring both accountant and developer perspectives.
✔️ CPA Collaboration: Already have a CPA? We prepare your book-to-tax workpapers for a seamless transition.
✔️ Nationwide Support: Virtual consultations with local-level care.
Certum Solutions is trusted by hundreds of small and mid-sized businesses across industries.
Who This Is For
We specialize in year-end bookkeeping for:
Contractors and construction firms
Manufacturers and distributors
Nonprofits and service-based companies
Retail and eCommerce businesses
Entrepreneurs, startups, and growing teams
If your books have fallen behind, our cleanup and reconciliation process will have you audit-ready in no time.
What You’ll Receive
What You’ll Receive When You Partner With Certum
When you book your Year-End Review with Certum, you’ll receive:
✔️ A personalized Year-End Review Meeting
✔️ Detailed reconciliation report for your accountant or tax preparer
✔️ 1099 and W2 support with deadline tracking
✔️ Final Financials Package, ready for tax season
✔️ Cleanup plan for any unreconciled accounts
✔️ Strategic insights to prepare your 2026 budget
What Our Clients Say
“We don’t like doing accounting but as a small LLC we needed to hire someone who could look over our books and make sure we were doing things correctly (income-expenses, W9s) and could help us properly file our LLC partnership taxes.”
– The Networking Studio
FAQs
Common Year-End Accounting Questions
Do you help file 1099s and W2s?
Yes. Certum Solutions can prepare and e-file 1099s and assist with W2 review, corrections, and year-end payroll reconciliation.
Can Certum help if my books are messy or incomplete?
Absolutely, and we suggest it. The prompt is a starting framework; you can adjust accounts to fit your business needs.
What if I already have a CPA?
We can coordinate directly with your CPA to prepare book-to-tax workpapers and streamline your tax prep process OR we can handle everything from Year-End to tax filing. Seats are limited so don’t wait!
How early should I start my year-end close?
Ideally in November or early December. This ensures all reconciliations, corrections, and filings are completed before tax deadlines.
Let’s Get Your Books Holiday-Ready!
Don’t wait until January chaos hits. Finalize your 2025 financials now with a free consultation from our year-end accounting team.