A few things to keep in mind at year-end:
Donor ledger and other sub-accounts reconciled to general account
Loans - verify compliance with covenants, especially if PPP loans are still on the books
Update annual conflict-of-interest forms
Update detailed property and equipment for purchases and retirements
Destroy records according to document retention and destruction policies
Review and update insurance policies
Review bank accounts and close any that are unnecessary
From Church Law & Tax
Photo by Ian Schneider on Unsplash