inDinero
Day 8 after signup
Year-end tax planning starts with clean books
Three priorities to review now—plus our October 28 accounting webinar.
Why it works
- Lead with useful guidance before introducing the consultation and webinar, so the email offers practical value before asking readers to act.
- Break the advice into three numbered priorities to make a broad year-end planning topic easy to scan.
- Include the webinar’s topics, speakers, date, and replay information so readers can judge its relevance and availability.
How it is built
- Branded header
- Year-end planning headline
- Three accounting checks
- Consultation invitation
- Webinar details
- Registration call to action
Email copy
View in browser YOUR YEAR-END FINANCE CHECK-IN Make year-end decisions with clearer numbers Hi [First name], Year-end planning is easier when your books reflect where the business stands. Before deciding what to spend, save, or prioritize, start with these three checks. 1. Get a reliable picture of your results Reconcile your accounts and review year-to-date income and expenses. Accurate numbers give you and your tax advisor a stronger starting point. 2. Review what is still outstanding Look at overdue customer invoices, unpaid bills, and missing vendor information. Flag questions now so they can be addressed before the year-end rush. 3. Make a plan with your advisors Discuss planned purchases, contributions, and other year-end decisions before committing. Eligibility and deadlines vary, so confirm what applies to your business. Need help getting the numbers ready? Our team can discuss your accounting priorities and the support you need for a smoother close. Request a consultation → For a practical walkthrough, join our upcoming session. LIVE WEBINAR · WEDNESDAY, 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