Summary
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.
Your End-of-Year Checklist for a Strong Start in 2026
As 2025 winds down, it’s more than holiday season—it’s planning season. At First Internet Bank, 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.
Plan Ahead with First Internet Bank
We’re here to help businesses nationwide manage money smarter. From easy online banking to accounts like Do More Business™ Checking that keep your cash flow moving, we make it simple to plan for growth—anytime, anywhere.
