Year-End Business Checklist: What to Fix Before the New Year
A free year-end checklist for small business: review your ads, website, phones, follow-up and subscriptions before January. Check items off and print it.
No account and no uploads. This tool sets no cookies and has no analytics of its own.
FAQ
What should a year-end business checklist include?
This one covers marketing, website, ads, phones and follow-up, with a subscription list and a few year-in-review questions. You tick items off, add notes and print, copy or download the result.
Is the subscription total an estimate?
It is only the sum of the amounts you type. The tool adds up your entries and shows a monthly total, a yearly total and a total for each of Keep, Review and Cancel. Estimates only, not a forecast.
Does the checklist keep what I type?
No. It runs in your browser, and nothing you type is uploaded, sent or stored. It is only used if you copy, download or print, so do that before you close the page.
Can I put customer names in the notes?
Please don't. The only free-text boxes are the section notes, subscription names and year-in-review answers. Leave out customer names and other personal details.
Do I have to finish every item?
No. Tick what applies to your business and leave the rest. The progress bar shows how many items you've ticked, and you can print the checklist at any point.
Privacy Policy | Terms | Refund Policy
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. used with permission under the QuickBooks ProAdvisor Agreement. LiveFixPro is an independent firm and is not affiliated with or endorsed by Intuit.
Google Ads and Google are trademarks of Google LLC. LiveFixPro is not affiliated with or endorsed by Google.