Your End-of-Year Checklist for a Strong Start in 2026.
Many organization use the calendar year as their fiscal year. If your theatre is among them, this is the time to do some year end evaluation and planning. Even if your fiscal year is not ending soon, the tips below are good to have when your year end approaches.
The end of the year is the perfect time to set your business up for success in 2026. This checklist from First Internet Bank covers everything you need to finish strong—financial review, tax prep, team updates, tech upgrades and data security. These six simple steps now can make a big difference later.
As 2025 winds down, it’s more than holiday season—it’s planning season. We know that a little preparation goes a long way. Here’s how to wrap up the year and start 2026 with confidence:
- Review Your Year
Take a look at your numbers. What worked? What didn’t? Understanding your wins and challenges helps you make smarter decisions for the year ahead. - Organize for Taxes
Gather receipts, invoices and bank statements now. If you work with contractors, confirm their details for tax forms. A little prep now saves stress later. - Check In on Your Team
Update HR policies, review pay and benefits and make sure everything is accurate. It’s also a great time to thank your team and set goals for the new year. - Refresh Your Technology
Old systems slow you down. Upgrading tech and security tools can boost efficiency and protect your business. Think of it as an investment in peace of mind. - Review Inventory and Vendors
Take stock of what you have and what you’ll need. Touch base with suppliers to confirm pricing and delivery schedules for next year. - Back Up and Secure Your Data
Cybersecurity matters more than ever. Back up files, strengthen passwords and enable two-factor authentication to keep your business safe.
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