SFR Year-End Closure: Important Dates & How to Prepare

As we approach the end of the year, we want to remind all clients of our upcoming SFR annual year-end closure, as well as how to get the support you need before the break.

Winter Closure Dates

SFR will be closed from December 22 through January 2.

During this period:

• Charity will be fully unavailable and will return at the start of the new year.

• Our admin@strategicfinancialreporting.com email will be monitored periodically, but responses will be delayed.

• No meetings, strategy sessions, or project work will be conducted during the closure.

Need Support Before the Break? Please Reach Out Early.

If you anticipate needing assistance before year-end, whether for bookkeeping issues, payroll questions, tax planning, or general financial support, please contact us before December 19. This helps ensure we can assist you in a timely manner and avoid disruption during the closure window.

Year-End Strategy & Tax Planning: Now Is the Time

If you’d like strategic guidance before the year closes, we encourage you to reach out as soon as possible.

• Signing up for a strategy retainer for ongoing year-end advisory

• Scheduling a meeting with the tax team

• Requesting year-end planning support tailored to your business

Slots for tax and strategy meetings fill quickly, so we recommend booking early.

Thank You

We appreciate your understanding as our team takes time for training and to rest and recharge. Thank you for your partnership and trust throughout the year. We look forward to supporting you in the new year with fresh energy and focus.

If you have questions or need help before the break, please contact us-we’re here and ready to help.