<aside> 🗨️ For many small businesses, this is the peak time to set things right for the year, and business owners and entrepreneurs are trying to do it all. It's easy to overlook some important tasks necessary to end the year well and start the new year on a better note, simply because of the "rush hour" stress you put on yourself within this season.

To help you overcome this, we've put together 30 end-of-year tasks to help minimize your stress in these last few weeks and help you plan better for the upcoming year.

You can add and subtract from this list as you see fit for your business.

Simply duplicate this page onto your Notion Workspace to get started! 🙌

</aside>

• [ ] Review past year's goals and results

Business

• [ ] Review and update your sales plan
• [ ] Review and update your marketing plan
• [ ] Review and update your pricing plan/strategy (Winning Pricing Strategy is a great book to help with that)
• [ ] Conduct a social media and digital marketing audit to be sure all profiles are accurate and all links are working
• [ ] Conduct a website audit (update information, check for broken links, SEO etc) if you have a website or get one for your company before the year ends if you do not
• [ ] Back up your computer, all your files, your phone and create needed hardcopies or download PDFs from cloud files
• [ ] Review and update vendor files and contracts

Employees

• [ ] Conduct annual performance reviews
• [ ] Distribute annual or performance bonuses (if applicable)
• [ ] Conduct trainings and align with your team on the upcoming company goals
• [ ] Organise and staff retreat, party or outing to help you and your team unwind (it has been a tough year, you deserve it!)
• [ ] Evaluate staff needs for the coming year

Finances

• [ ] Run all year-end software reports (eg. Quickbooks, etc)
• [ ] Pay outstanding debts in full (if you have the resources to)
• [ ] Follow up on your debtors (hire debt collectors if necessary)
• [ ] Prepare and review your financial statements to see where you're profitable - and where you're not
• [ ] Meet with your accountant or tax preparer to schedule tax dates and estimate taxes due
• [ ] Review all insurance policies
• [ ] Set your new year's budget

Clients / Customers

• [ ] Review your client lists
• [ ] Thank all current clients for their business
• [ ] Deliver client appreciation gifts
• [ ] Close all outstanding year-end deliverables
• [ ] Create client / customer acquisition goals

Future Plans

• [ ] Set new year's goals
• [ ] Prepare a strategy plan (with your team if possible) to meet your goals
• [ ] Hold an annual meeting if you're a Corporation or LLC
• [ ] File an annual report if you're a Corporation or LLC