★★★★★ 210+ Five Star Reviews

End 2024 Strong with Levy's Free Back-Office Checklist

(Includes HR, Equity, Finance, Compliance, Healthcare & 401K tasks)

A comprehensive checklist to ensure your business is compliant, everyone is paid,
and you're ready to kickstart 2025 without back-office stress.

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Why an End-of-Year Back-Office Checklist is Non-Negotiable

1. Ensures that you stay compliant with legal and financial regulations.
2. Makes sure you avoid penalties.
3. Ensures that your team is paid and benefits are aligned.
4. Ensures Accurate Financial Reporting for investors.
5. Prevents delays in funding opportunities.
6. Keeps you on par with your competitors.

What's Covered in the Checklist?

The checklist is packed with everything you need to finish the year on a high note, including:

HR:
Employee bonuses, benefits renewals, and tax forms.

Compliance:
Filing deadlines, state registrations, & EOY reports.

Equity:
Stock grants, 409A valuations, and cap table updates.

Finance:
Annual budgets, vendor payments, and tax planning.

Trusted by 240+ Founders Across Industries

"The consistency and high level of trust we have with levy will continue to make them a partner for us in the long term."

Kim Hackmann

COO @ Commsor

"By externalizing our operational flow, we were able to unlock greater speed and a lot more transparency when it comes to how we manage our operations."

Ben Wunderman

Co-founder & CEO @ Packsmith

"Pretty much everyone should be using levy. There's no point in you learning how to manage it (operations) yourself. I should've started using levy 9 months ago"

Shehzan Maredia

Co-founder @ Lava.xyz

End 2024 Strong with Levy's Free Back-Office Checklist

(Includes HR, Equity, Finance, Compliance, Healthcare & 401K tasks)

Why an End-of-Year Back-Office Checklist is Non-Negotiable

What's Covered in the Checklist?

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25%

Trusted by 240+ Founders Across Industries