As the year winds down, small business owners often find themselves focused on just surviving the holiday rush—but the end of December is also one of the most critical times to pause, reflect, and plan for the year ahead. In this episode, Mark Tuggle, CEO of Telos Bookkeeping shares seven key areas plus one bonus area that every small business owner should review before year-end.
From tax planning and financial cleanup to goal setting, compliance checks, and building long-term business value, Mark provides practical, actionable steps to finish the year strong and start the next year with clarity and confidence.
Mark also covers the often-overlooked bonus area: rest, renewal, and reconnection—highlighting that stepping away, recharging, and reconnecting with your purpose is critical for sustainable success.
Whether you're looking to capture last-minute tax savings, clean up your books, or set measurable goals for growth, this episode equips you with the tools, mindset, and strategies to take action now, avoid common year-end mistakes, and position your business for a successful, purposeful year ahead.
👉 Subscribe now for practical insights, inspiring stories, and powerful strategies to grow your business with purpose.
Topics Include:
Free Small Business Year-End Checklist
Connect with Telos Bookkeeping:
Connect with Mark:
