• Melanie Koerperich

Checking Off Your End of Year Task List

We are closing on December. As a working professional that means it is time to work on checking of your end of year task list. But this can often be overwhelming if you aren’t prepared or maybe unsure where to start because there is so much going on. Instead of running around trying to figure out where to start, take these few tips as a guideline. 

Review Accomplishments and Create Goals

Whether you had a stellar or poor year of business, there is always room for improvement in the new year. So take the time to analyze customer reviews, financial statements, and internal reviews to see where improvements can be made. 

If you didn’t achieve the goals that you set for yourself the previous year, look at how you missed the mark, and break down what you need to do to get there. We practice setting SMART goals, which breaks down your objectives by being: specific, measureable, attainable, relevant, and the expected time frame. By using this method you can identify how, where, and when you will achieve your 2020 goals. 

Collect and Organize Files

One of the most tedious, yet important, tasks that we do for our business at the end of the year is document corralling. From expenses to important emails, it is vital to have your documents in place for the coming year. This will create a more organized atmosphere in general. And prepare you for tax time when the majority of those files are needed. Quickbooks suggests a golden rule for data backup is 2:1. That is, create two separate digital copies, stored in two separate locations, plus one offline copy (preferably stored somewhere else).

If you are struggling to find the time to organize your files, reach out to Milrich Virtual Professionals today to learn how a virtual assistant can help you prepare for 2020.

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