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Year-End Close & Reset Kit
Four one-hour sessions: get your records together, cut tools you don't use, look honestly at your numbers and clients, and set three goals with a plan for January to March.
Made for: Solo owners and small business owners who want their records, tools and numbers sorted before January, with a short plan for the first quarter.
One-time purchase · Digital delivery · No subscription30-day money-back guarantee · Full refund, no questions asked- Secure checkout by Lemon Squeezy
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What it helps you do
If year-end jobs keep sliding into February, this kit splits them into four one-hour sessions: records, tools you don't use, an honest look at your numbers and clients, and three goals with a plan for January to March.
- Get records ready for your accountant
- Cut subscriptions you don't use
- Review your year's numbers and clients
- Plan January to March
Is this for me?
Kit, templates or a course?
Why a kit instead of free templates or a course?
Free templates give you a blank page; a course gives you hours of video. A kit is the working files themselves: a short guide that explains the method, a workbook you fill in, and the trackers and references you keep using. You buy it once, download it, and start.
What do I actually get with Year-End Close & Reset Kit?
Four-session plan for year-end; Records checklist and accountant questions; Unpaid invoices tracker; Tools and subscriptions audit; Accounts and access cleanup checklist; Year in numbers worksheet; Offer review and client review tables; Looking back prompts; Three-goal planner; First 90 days plan (January to March); Calendar setup checklist. In total: Instant download: fillable PDF (US Letter) and editable DOCX, plus a First 7 Days plan..
How long does it take?
There is no course to sit through. Read the guide, then work through the workbook at your own pace; the kit includes a 30-day plan to pace the rollout.
What file formats are included?
US Letter PDFs, to print or use on screen.
See how Kit & File compares with template shops and courses →
Good to know
Questions before you download
What format are the files?
A fillable PDF (US Letter) and an editable DOCX for Word or Google Docs, plus a short First 7 Days plan in both formats. Instant download. Nothing ships.
What if my PDF reader doesn't support form fields?
The PDF fields work in most PDF readers that support forms. If yours doesn't, use the DOCX version instead.
Is this tax advice?
No. It gets you organized before you talk to your accountant. It doesn't replace one.
How is this digital product delivered?
After purchase, your files are delivered digitally. You can download them and use them on screen or print the worksheets that are useful to you.
Is this a subscription?
No. Kit & File products are one-time purchases unless a product page explicitly says otherwise.
What if it isn't right for me?
If this isn't right for you, email support@kitandfile.com within 30 days of purchase for a full refund, no questions asked. One refund per customer per product. This is a refund window, not a promise of specific results. Refunds are processed within 2 business days of your email. See our Refund Policy.
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