--- title: Upsourced 2024 End of Year Guide description: Learn year-end and tax strategies to best prepare your agency for the coming year. image: https://blog.upsourcedaccounting.com/hubfs/Financial%20Strategy-2.png --- [![](https://blog.upsourcedaccounting.com/hubfs/logo-svg.svg)](https://upsourcedaccounting.com) - [Our Services](https://upsourcedaccounting.com/client_services/) - [About Us](https://www.upsourcedaccounting.com/about) - [Our Team](https://www.upsourcedaccounting.com/our-team) - [Client Stories](https://www.upsourcedaccounting.com/client-stories) - [Careers](https://www.upsourcedaccounting.com/careers) - [Resources](https://blog.upsourcedaccounting.com) - [Contact Us](https://www.upsourcedaccounting.com/contact) [![](https://blog.upsourcedaccounting.com/hubfs/logo-white.svg)](https://blog.upsourcedaccounting.com/) - [Our Services](https://upsourcedaccounting.com/client_services/) - [About Us](https://www.upsourcedaccounting.com/about) - [Our Team](https://www.upsourcedaccounting.com/our-team) - [Client Stories](https://www.upsourcedaccounting.com/client-stories) - [Careers](https://www.upsourcedaccounting.com/careers) - [Resources](https://blog.upsourcedaccounting.com) - [Contact Us](https://www.upsourcedaccounting.com/contact) # Upsourced 2024 End of Year Guide December 5 • [Financial Strategy](https://blog.upsourcedaccounting.com/tag/financial-strategy) The end of the year is a natural time of reflection. As we holiday from work and reconnect with family and friends, we take inventory of our year and reflect on our wins and losses. We plan for the future and aspire toward a better tomorrow.   It’s a natural cycle of being human. Most people call their goal-setting “resolutions,” while we - business owners - call them annual plans. Regardless, it’s a similar exercise motivated by the same reflex.   While annual planning is an activity we all do, few of us do it with confidence or excellence.   If our clients are any indication, most of us don’t even know where to start. The most common question we get around this time of year is, “What should I be thinking about?”   Good question.   Let this guide serve as your answer. [![2024 End of Year Guide](https://blog.upsourcedaccounting.com/hs-fs/hubfs/2024%20End%20of%20Year%20Guide.png?width=268&height=357&name=2024%20End%20of%20Year%20Guide.png)](https://drive.google.com/file/d/1ql7r7_j83NWTZ6rIxMwb_l8wXIevYn1F/view?usp=sharing) [Download the Upsourced 2024 End of Year Guide](https://drive.google.com/file/d/1ql7r7_j83NWTZ6rIxMwb_l8wXIevYn1F/view?usp=sharing) ### Interested in working together? [Contact Us](https://upsourcedaccounting.com/contact-us/) ![Upsourced Logo](https://blog.upsourcedaccounting.com/hubfs/logo-footer-svg.svg) - - - 21 E 5th Ave., Ste. 102 Columbus, OH 43201 120 W 2nd St. Dayton, OH 45402 4243 SE Belmont St., #100 Portland, OR 97215 - [Our Services](https://upsourcedaccounting.com/client_services/) - [About Us](https://upsourcedaccounting.com/about/) - [Resources](https://blog.upsourcedaccounting.com/) - [Contact Us](https://upsourcedaccounting.com/contact-us/) - [Podcast](https://youtube.com/@upsourced)