Delegate, Focus, and GROW Your Business

10 Important End Of Year Tasks To Organize Your Business

It’s that time of year again! While many people focus on holiday celebrations and new year’s resolutions this time of year, small business owners also need to focus on year-end business planning. Here are 10 important end of year tasks that you can start on to set your business up for success!

10 Important End Of Year Tasks

The end of the year is a busy time for a host of reasons.

Preparing for the holidays, making time for family, and planning for the new year keep most of us busy through January and beyond.

As a small business owner, you have an even longer list of things to think about at the end of the year.

Use this list of 10 important end of year tasks to get ahead for next year:

Clean Your Office

Take the time to de-clutter your desk and office space. If you work in an office building take a look outside as well. Could the building benefit from a new interior design or a fresh coat of paint? An organized work environment has been proven to increase productivity and creativity.

Organize Your Inbox

An unorganized inbox can cause wasted time and missed opportunities. Mass delete unneeded messages by searching your inbox for certain senders or subject lines. Organize the important remaining messages into folders or archives. Ask your VA to set up filters that will automatically sort your future incoming messages to help your inbox stay organized.

Schedule Vacation Time

Everyone needs some time to recharge and relax throughout the year. Review your business over the past year and schedule a vacation during your downtime. Ask your virtual assistant to research vacation destinations and book travel arrangements.

Set New Year Goals and Budget

Review your goals from the past year to determine what worked well and what didn’t. What goals do you want to set for the new year and what budget will you have to accomplish these goals. Have your virtual assistant review the goals, analyze the numbers, and compile a report to help you make more informed decisions.

Read our article New Year, New Work Habits for some helpful ideas about how you can improve your workflow next year!

Plan New Launches

After setting your goals for the next year, you should incorporate new product or service launches. A great way to manage a launch effectively is to plan ahead. What changes will you make to your plans that will help increase the effectiveness of your launch this year? Your VA can help with the development, marketing, and even some selling aspects of the product itself.

Read our article Product Launch: What To Expect for a helpful overview of how to make your launch a success.

Evaluate Your Marketing Plan

This is the best time to review your marketing efforts. What is driving your business and what methods are not working? Evaluate your marketing budget to allow time to reallocate funds into the methods that are working for your business. Ask your VA to review your ads, and current content to provide a report on where your time and money is best spent. Additionally, your virtual assistant can help brainstorm new ways to connect to your target audience.

Read our article Social Media Campaigns for the New Year for some new campaign ideas.

Organize Receipts

Organizing your business expenses at the end of the year will set you up for success with the upcoming tax season. It will also help provide you a clear picture of how your business spent money over the past year. Ask your virtual assistant to help organize your scanned receipts into folders. Your VA can also research different services to help make this an easier task.

Backup Important Files

Losing important files can be detrimental to a business. Ask your VA to digitize your paperwork to save on a cloud service. This is a safer and easier way to save all the important documents you need to keep for your business. Otherwise, you should consider backing up files on multiple hard drives in case of technology failure or natural disasters.

Get Your Tax Documents Together

Letting important documents sit around the office increases the chances that they can be damaged or lost. It is a great business practice to prepare your tax documents ahead of tax season so that you are able to file faster and easier. Ask your virtual assistant to compile your income statements both personal and business. In addition, they can help gather all of your necessary paperwork for deductions.


Another important task to ensure you have up to date at the end of the year would be your bookkeeping. It can be hard to get an overall picture of your financial status without using some form of tracking software. Ask your virtual assistant to complete some data entry for you.

Your Virtual Assistant Can Help

After reviewing our list of important end of year tasks for your business, reach out to your Virtual Assistant to delegate some of the workload.

Posted on November 17th, 2021 by Client Advocate Team

No Comments »

No comments yet.

Your comment
Your name
Your email address (will not be published)
Twitter ID