Your Stress-Free Guide to Year-End Financial Planning

In this episode, I'm sharing practical, tactical advice to help you manage your year-end finances with confidence. It's easy to feel rushed this time of year, but slowing down and focusing on a few key tasks can make all the difference. I walk you through three essential steps: catching up on bookkeeping, finding and securing the right tax professional, and organizing your W-9s for 1099 filings. Tune in to take the stress out of year-end and set yourself up for a strong start to the new year.

What you'll hear in this episode:

[00:45] End-of-Year Productivity Tips

[2:15] Financial Tasks to Complete Before Year-End

[05:50] Securing Your Tax Professional

[09:10] Review Vendor Payments for 1099s

If you like this episode, check out:

Essential W-9 Practices for Compliance

Why The Rich Pay No Taxes and You Feel Left Out

Don't Speed If You Can't Afford a Ticket

Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/

Connect with Shannon: https://www.linkedin.com/in/shannonweinstein

Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Follow along on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.