Sample Email for Year End Closing: Tips and Templates

As we approach the end of the year, it’s crucial that we tie up all loose ends and ensure that all financial matters are settled. Whether it’s balancing the books or closing out accounts, it’s important to maintain a level of diligence and organization in order to start the new year off on the right foot. And that’s where a well-crafted email can make all the difference.

To help you navigate this year-end closing process with ease, we’ve compiled a sample email for year-end closing that you can use as a starting point. Of course, you’ll want to customize it to fit your organization’s unique needs and voice. But by starting with a strong template, you’ll save yourself time and effort – and ensure that nothing falls through the cracks.

So, without further ado, here’s a sample email for year-end closing:

Dear [insert name or team]:

With the end of the year quickly approaching, I wanted to touch base with you all to ensure that all financial matters are closed out appropriately. As we transition to a new fiscal year, it’s essential that we have a clear understanding of where things stand and what actions need to be taken.

To that end, I’m attaching a checklist that outlines the key tasks that need to be completed before the end of the year. Please take a moment to review it and ensure that everything is in order. If you have any questions or concerns, please don’t hesitate to reach out to me or our finance team.

Additionally, please note that all expenses and invoices need to be submitted by [insert deadline]. Any outstanding receipts or invoices will not be processed after this date. Please encourage your team to submit any outstanding items as soon as possible to ensure that we can close out the books on time.

Thank you all for your cooperation and diligence in this matter. By working together, we can ensure a smooth year-end closing process and set ourselves up for success in the new year.

Best regards,

[Insert your name or signature]

Feel free to use this sample email for year-end closing as a starting point, and edit it as needed to suit your specific needs. By taking a proactive approach to year-end closing, you can tie up all loose ends, minimize stress, and start the new year with confidence.

The Best Structure for a Year End Closing Email

As the year comes to an end, it is important to communicate effectively with your clients, stakeholders, or team members. A year-end closing email is an excellent way to acknowledge the year’s accomplishments, reflect on the company’s success, and set expectations for the upcoming year. However, crafting the perfect email can be daunting. In this article, we will discuss the best structure for a year-end closing email in Tim Ferris’ writing style.

Firstly, your email should start with a clear and concise subject line that summarizes the content of the email. Your recipients will likely receive numerous emails around this time of year, and having a clear subject line ensures that your email is not overlooked. Use keywords that indicate the purpose of your email, such as “year-end review” or “2021 highlights”.

Next, start your email with a warm and friendly greeting. Use a conversational tone, and address your recipients by name if possible. A genuine greeting sets a positive and friendly tone, making your recipients more likely to read on. Acknowledge the fact that it has been a challenging year and thank them for their hard work and support.

The body of your email should focus on the highlights and accomplishments of the year. Summarize the company’s successes, milestones, and strategic achievements. Include metrics and data to showcase your accomplishments. This also gives a sense of transparency and shows your clients or stakeholders that your organization is accountable for its performance. Moreover, it is a good time to recognize the team’s hard work, dedication, and effort in achieving these goals.

Additionally, it is essential to discuss upcoming projects, initiatives, or plans for the upcoming year. This provides an opportunity to set expectations and reassure your recipients that the company is moving forward. This gives your recipients a sense of direction and communicates your vision for the future of the company. This also gives a chance to invite feedback or suggestions from the recipients, fostering a sense of inclusion and collaboration.

Finally, end your email with a call to action. Encourage your recipients to reach out if they have any questions or concerns. Provide contact information or links to resources that may be helpful. End with a positive and enthusiastic note, wishing your recipients happy holidays, and looking forward to the new year.

In conclusion, follow these guidelines for crafting a year-end closing email: use a clear subject line, start with a warm and friendly greeting, focus on the year’s accomplishments, discuss upcoming projects or initiatives, and end with a call to action. Use a conversational tone, keep your message brief and to the point, and use bullet points or headings if needed. These tips will help you communicate effectively with your clients, stakeholders, or team members and close out the year on a positive note.

Sample Year End Closing Email Templates for Different Reasons

Recommended Year End Closing Date for Accounting Department


We recommend closing the year end for the accounting department on December 31, 2021. The year end closing for accounting department includes reconciling all bank statements and balance sheet accounts, ensuring all income and expenses have been recorded properly, and generating financial statements.

This date allows ample time for the accounting team to complete the year-end closeout process with accuracy and attention to detail. It also provides enough time to prepare necessary reports and documents for tax-related filings and any other financial reporting required by regulatory authorities.

Thank you for considering our recommendation. If you have any further queries, please do not hesitate to contact us.

Best Regards,

[Your Name]

Year End Closing of Sales Team FY 2021

Dear Management,

We recommend the Sales team’s fiscal year 2021 closing date be set on December 30, 2021. As the sales team’s fiscal year is coming to a close, the team should finalize all financial statements and reports. The closing process will include reconciling the accounts, inventory accounting, calculating cost of goods sold, preparing sales reports and revenue statements.

This date allows sufficient time for the sales team to document their results and complete their compliance requirements, including the review of contracts, contingency fees, and other transaction records. It’s important to complete the fiscal year-end closing to ensure accurate tracking of revenue and expenses to provide a robust performance analysis.

Please let us know if you have any questions or if you require any further information on this matter.

Thank you,

[Your Name]

Recommended Closing Date for HR Team for 2021

Dear Management Team,

Our recommendation for the HR department’s fiscal year-end closing date is December 31, 2021. This deadline provides enough time to complete the payroll closing, withholdings and taxes, financial statements, and any other regulatory compliance reporting requirements.

The closing process involves the full-time equivalent calculations, review of employee benefits, employee overtime, and any other data required to finalize payroll. We will also review staffing and budgeting for FY 2022 during the final analysis.

Thank you for considering our recommendation. Please let us know if you have any additional questions or information required on this matter.

Best Regards,

[Your Name]

Year End Closing for the IT Help Desk Department

Dear Management,

We recommend the IT Help Desk department’s fiscal year-end closing be set on December 30, 2021. We aim to close all outstanding issues, projects, and report on outstanding action-items. We will provide a full report to the team and management with recommendations for FY 2022 hardware and software expenses, licensing arrangements, and possible training programs.

The closing process also includes a review of procurement policies, hardware inventory maintenance, and software compatibility checks, which require time to complete, thus December 30, 2021, would best suit the IT Help Desk department. We will also recommend possible changes to the department’s policies and procedures that may result in better support and increase productivity.

If you have any queries or recommendations on this matter, please feel free to share them with us.

Best Regards,

[Your Name]

Recommended Year End Closing Date for Marketing Team for 2021

Dear Management,

We recommend that the Marketing Department’s fiscal year-end be set on December 31, 2021. The marketing department’s year-end closing process includes reviewing all marketing campaigns, budgets, acquiring equipment, software licenses, and reconciling marketing expenses for fiscal year 2021.

We will provide management with end-of-the-year analytics to support effective decision making in setting goals and objectives for FY 2022. The closing process will also include research on technology, trends, and industry best practices to support effective and data-driven decision-making for Marketing.

If you have any questions or if we can provide you with more information, please do not hesitate to contact us. We appreciate your prompt attention to this matter.


[Your Name]

Recommended FY 2021 Year End Closing for Operations Department

Dear Management,

Our recommendation is to close the fiscal year 2021 for Operations Department on December 30, 2021. The closing process for the Operations Department includes reviewing data on maintenance, production, inventory, and supplies. Besides, we will analyze our work progress throughout the year and take action to achieve our objectives for FY 2022.

This deadline is optimal for the Operations Department as it allows time for the analysis of process improvement opportunities and cost reductions for the forthcoming year 2022. The closure process, including examining records of invoices, purchase orders, and inventory levels, will take time to perform with complete accuracy.

If required, we will be happy to provide any further, required information or recommendations.

Best Regards,

[Your Name]

Recommended Year End Closing for Customer Support Team FY 2021

Dear Management,

We recommend that the Customer Support team’s fiscal year end for FY 2021 be December 31, 2021. The Customer Support team’s closing process includes reviewing customer calls, emails, and online chat logs, analyzing data to identify service-level improvements, and identifying customer satisfaction trends and concerns.

This date gives the team enough time to finalize all reports correctly, perform final reviews of metrics and measurements from the year, and plan for staffing and objectives for FY 2022. The team also intends to conduct a thorough analysis of their processes aimed at improving customer experience, customer retention rates and loyalty. This will require a lot of effort and careful examination of performance metrics.

Thank you for considering our recommendation. If you need any additional information or recommendations, please contact us.


[Your Name]

Tips for Writing a Sample Email for Year End Closing

If you’re preparing to send a sample email for year end closing, it’s essential to ensure that you convey your message effectively and professionally. Here are a few tips:

  • Start with a clear subject line: Use a subject line that clearly communicates the purpose of the email and indicates that it’s related to year end closing. This will help ensure that recipients prioritize your message and respond promptly.

  • Get straight to the point: Keep your email concise and focused on the key points you want to convey. Avoid lengthy explanations or tangents that may distract from the main message.

  • Include a brief introduction: Provide a brief introduction that sets the context for the email and explains why the information is important. This will help motivate recipients to read on and take action if necessary.

  • Outline key dates and deadlines: It’s crucial to highlight key dates and deadlines related to year end closing. This may include submission deadlines, cut-off dates, or scheduled meetings. Be specific and ensure that recipients know what is expected of them.

  • Use clear language: Avoid using jargon or acronyms that may be unfamiliar to recipients. Use clear and simple language that is easy to understand.

  • Provide clear instructions: If there are specific actions that recipients need to take, provide clear instructions on how to do so. This may include outlining required documentation or explaining how to submit information.

  • Include contact information: In case recipients have any questions or concerns, it’s important to provide contact information. This may include a phone number, email address, or other relevant details.

  • Avoid last-minute emails: It’s best to send year end closing emails well in advance of any deadlines. This will give recipients sufficient time to prepare and ensure that everything is completed on time.

By following these tips, you’ll be able to create a highly effective and professional sample email for year end closing. Ensure that you review and edit your email carefully to ensure it’s error-free and achieves its intended purpose.

FAQs for Year End Closing Email

What is a year-end closing email?

A year-end closing email is a message sent by a company or organization, summarizing the results of their operations for the year and outlining the plans for the upcoming year.

Why is a year-end closing email important?

A year-end closing email is important because it provides stakeholders with an overview of the company’s financial performance for the year, which can help them make informed decisions. It also helps to communicate the company’s goals for the upcoming year, so stakeholders know what to expect.

Who should receive a year-end closing email?

Typically, all employees, shareholders, and key stakeholders should receive a year-end closing email. In some cases, customers and clients may also be included.

What are the key elements of a year-end closing email?

The key elements of a year-end closing email include a summary of the company’s financial performance, goals for the upcoming year, a message from the CEO, and any relevant announcements or updates.

What should be included in the financial performance summary?

The financial performance summary should include the company’s revenue, profit or loss, major expenses, and any significant events or changes that affected the company’s financial performance.

How should the goals for the upcoming year be presented?

The goals should be specific, measurable, and achievable. They should also be communicated in a way that is understandable to stakeholders, and aligned with the company’s mission and values.

What should be the tone of the year-end closing email?

The tone of the year-end closing email should be positive and optimistic, while also acknowledging any challenges or obstacles faced by the company during the year. It should also be professional and courteous.

When should a year-end closing email be sent?

A year-end closing email should be sent as soon as possible after the end of the fiscal year, so stakeholders have the most up-to-date information. Ideally, it should be sent within the first few weeks of the new year.

How can companies ensure that their year-end closing emails are effective?

To ensure that the year-end closing email is effective, companies should have a clear understanding of their audience and tailor the message accordingly. They should also use clear and concise language, provide supporting data where applicable, and follow up with stakeholders as needed.

Happy Holidays and a Wonderful New Year!

Well, folks, that’s it for me. I hope you found my sample email for year end closing to be helpful as you take on this annual task. Remember to take some time to reflect on all you’ve accomplished this year and set some achievable goals for the next. But for now, kick back and enjoy the festive season with friends and family. Thanks for hanging out with me and the best of luck for the year ahead! Be sure to check back soon for more helpful tips and tricks. Till next time, take care and talk to you soon!