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Finances
Grants and Benefit Reports
If you've taken grants, loans or certain benefits, they may require reporting. This can feel like overhead, but they need to know where their funding went and how it benefited the community. To minimize the burden have your other reporting completed because basic data like revenue, payroll, taxes etc will likely be asked for. Also have your bank statements and other filings to state/federal entities ready as they may be required to substantiate your position.
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TASKS CARDS
Do First
You should complete the following tasks before proceeding to the current one.
Closing the year
Your financial year end will likely correspond to the calendar year, but at some companies and organizations it may be other times. That said you'll need to be ready to 'close out' the year with all the financial and reporting tasks. Especially if it's your first time going through this process, you'll want to work with your CPA, Bookkeeper and possibly your attorney to wrap up any tasks. There may be final reporting to local, state and federal entities that must be dated closed before the year end. Many of these closeout tasks will create reports used for tax filing in April.
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Small Business Marketing 101: Using Email, Social, Video and More
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Don't stop now! Just pick the very next stage-card that resonates with your business and continue working on the correspondent tasks.
