inDinero
Day 2 after signup
Before year-end: 3 finance priorities to tackle now
Review your results, clean up your books, and prepare for 2027.
Why it works
- Organize the advice into a short numbered checklist so readers can quickly see which tasks to tackle.
- Place the consultation offer after the practical guidance, then present the webinar as a separate way to get more help.
How it is built
- Year-end headline
- Three finance priorities
- Consultation offer
- Webinar details
- Registration call to action
- Replay reassurance
Email copy
View in browser YOUR YEAR-END FINANCE CHECK-IN Close the year with confidence Hi [First name], Before the year-end rush, now is a good time to check your numbers, address accounting gaps, and prepare for 2027. 1. Review your results Compare your year-to-date performance with your budget. Identify where revenue, costs, or cash flow differed from expectations—and what that means for next year. 2. Clean up your books Resolve unreconciled balances and outstanding accounting questions now, while there’s time to investigate them. 3. Plan for Q1 Review hiring, pricing, vendor costs, and tax planning with the right advisors before January arrives. Need help identifying what to tackle first? Our team can discuss your year-end priorities and where accounting support would be useful. Request a consultation → Prefer to start with a practical walkthrough? LIVE WEBINAR · OCTOBER 28 Year-End Prep Essential accounting steps before closing your books Join co-hosts Casey Steele and Lexie Skelton for a practical walkthrough of 1099 prep, aged receivables and payables, and year-end adjustments. Wednesday, October 28 10:00 AM PT · 1:00 PM ET Live online via Zoom Casey Steele Sr. Director of Accounting indinero Lexie Skelton Controller indinero Register for the webinar → All registrants will receive the replay, even if you can’t join us live. indinero, 440 N Barranca Ave. #4637, Covina, CA 91723, United States, 855-INDINERO Manage preferences