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Fulton Bank
Fulton Bank

Small Business Year-End Checklist

The end of year is the best time to review your small business and start planning to ensure you’re prepared for next year’s opportunities and challenges. 

Where do you start? What key areas should you focus on? How do you plan to help maximize cash flow and profits? Many business owners find that a year-end checklist helps them identify their strengths and provides a strong benchmark for making positive changes.

Our checklist covers 5 key areas:

  • Assessing performance.
  • Meeting with your financial advisor.
  • Building business strategy.
  • Finding growth opportunities.
  • Leveraging technology.

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Small Business Year-end planning guide

Use our comprehensive checklist to complete tasks before the end of the year and plan for the year ahead.