The end of the year isn’t just about closing the books; it’s the single most valuable opportunity for strategic reflection and preparation—including your inventory strategy. For small and growing businesses, this period sets the trajectory for the next twelve months, impacting everything from cash flow and tax liability to operational efficiency and growth. Closing the year strong sets you up for success in the year to come.
This playbook guides you through the end-of-year close-out process, detailing the exact steps to take—from managing your assets to closing the books—so you can end the year strong and launch into the new year with momentum. Plus, we’ll explore ways Sortly inventory software can help support these efforts all year long.
Your End-of-Year Inventory Playbook
Download our free year-end inventory & financial checklist to learn how to:
- Audit and reconcile your inventory
- Prep for the financial finish line
- Plan for growth in the new year
About Sortly
Sortly is an inventory management solution that helps you track, manage, and organize your inventory from any device, in any location. We’re an easy-to-use inventory software that’s perfect for large or small businesses. Sortly builds inventory tracking seamlessly into your workday so you can save time and money, satisfy your customers, and help your business succeed.
With Sortly, you can track inventory, supplies, parts, tools, assets like equipment and machinery, and anything else that matters to your business. It comes equipped with smart features like barcoding & QR coding, low stock alerts, customizable folders, data-rich reporting, and much more. Best of all, you can update inventory right from your smartphone, whether you’re on the job, in the warehouse, or on the go.
Whether you’re just getting started with inventory management or you’re an expert looking for a more efficient solution, we can transform how your company manages inventory—so you can focus on building your business. That’s why over 15,000 businesses globally trust us as their inventory management solution.
Start your two-week free trial of Sortly today.
