Your November Bookkeeping Checklist from LadyTech Consulting
The holidays are right around the corner—cue the coffee refills, twinkle lights, and year-end tax prep.
But here’s the truth: December doesn’t have to be chaos.
With a little prep in November, you can wrap up your year feeling confident, organized, and maybe even excited about your numbers (yes, really).
So grab a cozy drink, put on your favorite sweater, and let’s tackle your November Bookkeeping Checklist—because smooth books make for a smoother holiday season.
Step 1: Review & Reconcile Your Accounts
Before you can plan for the new year, make sure everything from the old one is in order.
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Reconcile your bank and credit card accounts in QuickBooks.
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Categorize any remaining uncategorized transactions.
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Check that your income and expense accounts reflect your true financial activity.
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Verify that all deposits, payments, and transfers are accounted for correctly.
💡 Pro tip: Use QuickBooks’ receipt capture feature to snap photos of receipts before they disappear into the holiday clutter.
Step 2: Schedule Your November Meeting
A monthly meeting with your bookkeeper isn’t just a formality—it’s your secret weapon for peace of mind.
At LadyTech, we help clients use these meetings to:
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Review current financials and progress toward annual goals.
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Discuss tax strategies before December 31 deadlines.
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Identify year-end deductions and expenses worth tracking.
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Plan for bonuses, payroll updates, or charitable giving.
👉 Don’t wait until January to find surprises. Schedule your November meeting today!
Book Your Meeting with LadyTech »
Step 3: Gather Tax Docs & Verify Info
A little prep now means fewer headaches later.
Start your tax documentation early by:
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Collecting any missing W-9s or vendor info.
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Verifying employee details for W-2 accuracy.
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Storing receipts for large purchases and equipment upgrades.
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Making note of expenses that qualify as deductions.
📋 Bonus: Ask your bookkeeper what reports or forms your CPA will need for 2025 taxes so you’re ready to go before the holidays hit.
Step 4: Forecast & Finalize Your Budget
November is your moment to plan intentionally. Take a look at the bigger picture:
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Are you on track to hit your annual revenue goals?
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What costs can you trim before year-end?
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Any smart investments or purchases to make before December 31?
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Do you need to adjust pricing, payroll, or spending before the new year?
LadyTech can help you review this data and create a practical plan that positions your business for growth in 2026—without the financial fog.
Step 5: Set Your Business Up for a Smooth December
A little structure now goes a long way later.
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Automate reports (monthly P&L, cash flow summaries, balance sheets).
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Back up your QuickBooks files.
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Delegate recurring tasks—bookkeeping, payroll, admin—to free up your time.
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Plan your year-end financial review for mid-December (not the week before Christmas).
✨ The goal: walk into the holidays feeling in control, not in crisis.
The Bottom Line
You don’t have to face tax season with dread.
By using November to organize, reconcile, and prepare, you can enter December feeling ready—and maybe even a little festive.
LadyTech Consulting is here to take the stress off your plate so you can focus on what you love: growing your business and enjoying the holidays.
Let’s get your books ready for a strong finish to 2025.
👉 Book your November meeting now.
