Those who run a small business know the bulk of administrative and organizational tasks fall on them. You may have an accountant who handles your annual taxes, or a payroll administrator that takes care of the monthly salary numbers, but the rest of the steps are in your court. It helps to have a small business checklist to guide you through.
If you don’t have one already set up, this can help you begin to get organized.
- Choose and set up your invoicing software (if necessary)
- Reconcile all accounts (as necessary)
- Buy a new accordion folder to collect and organize all new receipts
- Audit your list of contacts in your CMS to ensure they are current
- Reach out to all clients and wish them a happy new year and that you look forward to working with them in 2016
- Ensure your website content is current, specifically contact information
- Verify there are no broken links or template changes that affect appearance
- Create a content plan to supply your site with new material for the year
- Create a social media plan to support your content and marketing efforts
- Collect all your revenue numbers for the previous year
- Build spreadsheets of final expenses, broken out monthly
- Schedule time with your accountant to finalize your 2015 taxes, or complete taxes yourself
- Establish growth goals for the new year
- Build list of new industries you want to pursue
- Identify contacts who may be able to help expand your network
- Determine your materials budget for the year, including insurance
- Assess any outstanding loans and methods of repayment
- Get to work