Annual Compliance Calendar for Small Companies
Missed deadlines often happen because compliance lives in memory, not in a system. This guide helps small companies build a practical annual compliance calendar and review rhythm.
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Why a Calendar Beats Last-Minute Reminders
A true compliance calendar is more than a list of dates. It includes task ownership, document readiness deadlines, review checkpoints, and escalation steps if something is pending. This reduces dependency on memory and panic follow-ups.
What to Include in Your Calendar
- Recurring annual/periodic compliance tasks
- Director/KYC and corporate change tracking
- Document preparation cutoff dates
- Owner review dates
- Professional coordination deadlines
- Escalation reminders for pending items
- Proof/acknowledgement storage checklist
Monthly Review Rhythm (Recommended)
Week 1
Review previous month pending tasks and outstanding document collection.
Week 2
Prepare upcoming task documentation and assign responsibilities.
Week 3
Follow-up and coordinate with team / support providers.
Week 4
Owner checkpoint: verify completion proofs and next month risk list.
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