Planning for the Year End

As the year comes to an end, this is the time to set aside some time and review what has happened. You need to do this to not only ensure that you are on the right track but also to plan what you can get done (that you have not thought about) by the year's end.

This is a time to do some business financial housekeeping. Tie up some lose ends etc. For those who pay taxes in April, make an appointment with your CPA to review what you are expecting to earn this year. Discuss tax strategies that will help your individual case.

Write down a list of client and prospects that you need to chat with before the year is up. Review goals and any training with your employees.