Year-End Checklist for North Carolina Business Owners

Wrap up the year strong with this essential checklist for North Carolina business owners. From updating Google hours to reviewing payment processing fees, get ready to start the new year organized and profitable.
Published on
December 28, 2025

Year-End Checklist for North Carolina Business Owners

As another year wraps up, it’s the perfect time for North Carolina business owners to reflect, reset, and refresh. Whether you're running a boutique in Raleigh or a café in Durham, preparing your business now sets the tone for a successful start to the new year.

Use this simple checklist to stay organized and ensure you’re not leaving any loose ends behind.

1. Review and Update Your Google Business Profile

Before the rush of the new year (and the back-to-school season), double-check that your Google My Business hours are accurate. Updated hours help customers find you at the right times, avoid frustration, and build trust in your brand.

2. Refresh Your Website for the New Year

Does your website reflect your latest services, hours, or pricing? Make sure your contact information is correct, outdated promotions are removed, and everything is mobile-friendly. A fresh digital face gives a strong first impression as customers make new-year buying decisions.

3. Create a Simple Social Media Calendar

You don’t need to go overboard - consistency is key. Commit to just two posts per week, and consider sharing:

  • Behind-the-scenes shots of your team or space
  • Customer testimonials
  • Seasonal promotions
  • Quick tips related to your industry

A basic calendar will help keep your content consistent without feeling overwhelming.

4. Evaluate Your Business Licenses and Permits

Make sure your business licenses and permits are up to date. North Carolina regulations vary by industry and location, so now is the time to renew or apply for anything missing.

5. Assess Your Financials and Business Goals

Take a good look at your financial reports. Ask:

  • What products or services performed best?
  • Where did we lose money?
  • What goals did we hit - and which need refining?

Use this insight to set smart goals and budgets for the coming year.

6. Update Employee Info and Payroll Data

As you prepare for tax season, check that employee contact details, tax forms, and payroll data are accurate. If you’ve had any staffing changes, update your records and ensure your payroll provider has everything they need.

7. Clean Up Your Tech and Back Up Your Data

Now’s a good time to:

  • Backup your digital files (including customer data and POS records)
  • Delete outdated software or tools
  • Change passwords if needed

Keeping your digital workspace clean and secure is just as important as physical organization.

8. Check Your Payment Processing Fees

Are you losing money on hidden payment processing fees? You might be - and not even realize it.

As you evaluate your year-end financials, take a moment to review your merchant service statements. If you're unsure what you're really paying—or suspect there's room to save - reach out to Merchant Match. We're a trusted payment processing partner serving businesses throughout North Carolina.

We specialize in helping local entrepreneurs like you keep more of what you earn - without hidden fees or confusing contracts.

If you're losing thousands in credit card processing fees every year, you don't have to! Review the numbers and contact Merchant Match if you want to know if you could save on payment processing.

Ready to Start Fresh?

With a little prep now, you’ll start the new year strong, organized, and focused. If you need help reviewing your payment processing setup or just want a second opinion, Merchant Match is here to help.

📍 Proudly serving North Carolina businesses.
📞 Contact Us Today for a free statement analysis.

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