Financial Fitness Check
- Review Your Numbers: Dive into your Profit & Loss, Balance Sheet, and Cash Flow reports. Spot trends, highlight wins, and flag areas for improvement.
- Tax Talk: Connect with your tax accountant to ensure every transaction is recorded and identify year-end tax-saving opportunities. A strategy today = savings tomorrow.
Plan Your 2025 Budget Like a CEO
- Build your new-year budget based on this year’s insights.
- Strategically allocate resources to growth areas and trim the fat where needed.
- Ready to scale? Look at how to re-invest for sustainability and success.
Celebrate & Engage Your Team
- Reflect on your team's efforts: bonuses, thank-you notes, or even a year-end party can go a long way.
- Set the stage for 2025 with performance reviews that highlight achievements and outline growth goals.
Refresh Your Business Strategy
- What were your biggest wins this year? Biggest lessons? Reflect on both to craft actionable, clear goals for 2025.
- Break big dreams into achievable steps. Think of this as your road map to crushing it in the new year.
Cross the T’s on Compliance & Contracts
- Review all your legal documents: licenses, permits, contracts, and insurance policies. Don’t forget to get your BOI Report filed!
- Address renewals, and align contracts with your current agreements—whether with vendors, clients, or team members.
Level Up Your Marketing & Branding
- Evaluate this year’s campaigns: What clicked with your audience? What fell flat?
- Plan for the new year with a blend of proven strategies and fresh ideas to connect with your ideal customers (and maybe even surprise them).
Tech Tune-Up
- Audit your software and systems: Is there outdated tech holding you back?
- Explore upgrades or new tools that improve efficiency and productivity.
- Schedule team training to maximize existing resources and onboard new systems seamlessly.
Reflect & Reignite Your Passion
- Look at the bigger picture. Celebrate how far you’ve come since last year—every late-night grind and bold decision brought you here.
- Renew your energy and vision to take on 2025 like the fearless entrepreneur you are.
💡 Need help closing out 2024? I’m here to make your year-end tasks easy and stress-free. Whether it's organizing your books or setting your financial goals, let’s ensure your business shines in 2025!
Dez is the founder of Alpine Ridge Accounting but also wears many hats! She is living it up in Montana and loves to take advantage of all things outdoors. She is a wife and dog mom to a German Shepard named Stryker. When she isn't behind her computer screen, you can catch her on the water or in the mountains!
