Closing the Books: A Year-End Financial Checkup For Entrepreneurs

As 2025 comes to a close, it’s time to take a closer look at your business’s financial picture and prepare for a strong start to the new year. This one-hour webinar is part of the Her Entrepreneur Journey, and is designed to help entrepreneurs, small business owners, and founders wrap up their finances with clarity and confidence.

Our speakers will walk you through the essential steps to close out the year, prepare for tax season, and set actionable financial goals for 2026. You’ll leave with a better understanding of where your business stands today—and a clear plan for growth in the year ahead.

Topics covered include:

1. How to review your financial health and put together key year-end reports (Profit & Loss, Balance Sheet, Cash Flow)
2. Preparing for tax season: common deductions entrepreneurs miss and best practices for organizing receipts, payroll, and records
3. Planning for 2026: setting financial goals and KPIs, budgeting for growth, managing debt, and how Bank OZK can support your business in the year ahead