Year-End Planning & Compliance

We’re inspired to make your year-end simple and successful.

Year-end is a time for reflection, analysis, and strategic planning, providing an opportunity to assess past performance and set goals for the future.

A successful year-end involves reporting, preparation, and careful consideration of the path ahead, enabling you to evaluate your journey and concentrate on your desired destination.

By maintaining year-end readiness throughout the year, you can make informed business decisions and avoid surprises during the reporting period. Solid financials and up-to-date reports are essential for business growth, providing insights into past performance, tax obligations, and vendor or contractor payments.

Year-end planning goes beyond reflecting on the past; it sets the stage for future success and growth. Taking a holistic approach, you can assess your organization’s processes, systems, and goals. The most successful organizations view year-end as an opportunity to chart a course for the upcoming year, focusing on strategic planning rather than just compliance.

My Eide Bailly Client Portal

Current clients may upload information through the My Eide Bailly Client Portal.
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Form W-2 Compliance

If you have employees, it’s vital to understand what a W-2 is and why it matters.
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Form 1099 Compliance

Discover everything you need to know about 1099 forms and reporting requirements.
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Our professionals take a proactive approach to help make your year-end simple and successful.

If you’re ready to simplify your year-end, throughout the year – Eide Bailly can help.

Year-end doesn’t need to be complicated. Our team can provide you with the resources to simplify the year-end planning process, ensure compliance, and start the new year strong.

Year-End Planning & Compliance Leadership

Jenni Huotari

Jenni M. HuotariCPA

Partner/Business Outsourcing Practice Leader

Jenni is a numbers nerd who helps small and mid-sized businesses grow. She leads a team of dedicated professionals who work with business clients to better understand their financial picture and make educated and strategic decisions for their companies.
Angie Ziegler

Angie ZieglerCPP


Angie provides accounting services to all types of business owners. Whether it’s detailed technical accounting work or payroll demands, she and her team serve as the outsourced accounting department.