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Tuning Up
Finances
Year End Planning
As you approach closing out your first year in business, you have many loose ends to tie up and also positioning your business for the year ahead. Don't wait until December 31st to begin this process. Often it begins at the start of Q4 on the calendar year. You'll need to look at nearly all aspects of your business from the financials, staffing, sales, marketing, internal operations, technology, partners, etc. A reasonable guide is looking at your business plan, marketing plans and other learnings from your weekly retrospectives. Year-end is less about being DONE and more about being ready for what is next. However, there are bookkeeping, accounting, state and federal reporting tasks that may need to be fully executed before the calendar year changes.
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Do First
You should complete the following tasks before proceeding to the current one.
Financial Forecasts II
You completed numerous updates to your financial model and the goal is to make this a regular step in your operations. This model will only get more accurate as you include new data, correct old assumptions and refine your skill with interpreting the output. Again it's never a bad idea to ask for some outside perspective from your advisors or financial experts relating to how to handle new situations and to be prepared to maximize the value of each dollar earned.
Tuning Up
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Small Business Marketing 101: Using Email, Social, Video and More
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Don't stop now! Just pick the very next stage-card that resonates with your business and continue working on the correspondent tasks.
