Things I'm doing in my business before 31 December



EPISODE 91


 

Notes

Today, I want to take a moment to reflect on the past year and share with you the things I'm doing in my business before 31 December to finish the year on a high note. I can’t believe we’re already here, to be honest, but there’s no denying that the end of the year is fast approaching.

As a bookkeeping business, we are constantly dealing with month-end, quarter-end, and year-end deadlines. It can often feel like a never-ending cycle and it used to be so hard for me to take time off. I didn’t plan it far enough in advance, would be scared to tell our clients that we were taking a break, and so I just didn’t take one. 

As a result, I would be a burnt-out mess and would start the new year needing a holiday desperately. 

In this episode, I discuss how we let our clients know in advance that we would be taking a few weeks off at the end of the year. I look back on my experiences, achievements, setbacks and lessons learned this year. I emphasise the power of vision boarding based on how incredible this process has been for me this year.

I share my plans over the holiday period which include contacting clients and stakeholders for further planning, getting organised, catching up on training for continuing professional development, and updating my business budget and cashflow forecast. 

As a successful business owner, I encourage everyone to take stock, reflect, set boundaries, and make a plan to change for a great year ahead.

LINKS:

Why Every Business Needs A Budget

Register your interest in the Bookkeeping it Real Mentoring Program here.

 

About the
Author

Bec is a chartered accountant who worked at Australia’s big firms and banks for 15-years. Faced at a crossroads in her career, she backed herself, left her corporate job and launched Straight Up Bookkeeping. 3 years and 5 staff later, Straight Up Bookkeeping is one of Australia’s leading virtual bookkeeping businesses for creatives, with a mission to free business owners from financial stress so they can grow their empires.

 

 

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