When everyone else slows down, this is your opportunity to close the year strong and set up Q1 for success.
Financial Focus
Prioritize these before the holiday break:
- Collect outstanding payments
- Review the year’s profit and loss statements
- Forecast next year’s revenue and cash flow
- Evaluate which service lines are most profitable
- Prepare tax filings
- Schedule payroll activities
Don’t let December become a write-off month.
Team Management
- Confirm coverage plans for essential client services during closures
- Assess Q1 capacity against projected client demands
- Schedule strategy sessions for January goal-setting
- Book annual performance reviews
Your team’s momentum depends on your planning.
Client Experience
- Update all retainer agreements with January rate increases
- Communicate company closure dates by December 13th
- Send holiday schedules by December 20th
- Book strategy sessions with key clients for the new year
Clients appreciate proactive communication.
Strategic Planning
- Establish next year’s revenue targets
- Share Q1 goals with management teams
- Refresh service offerings and pricing structures
- Identify three priority growth initiatives for Q1
- Evaluate this year’s marketing efforts to inform next year’s strategy
The Competitive Advantage
Dedication to planning during the final weeks creates competitive advantage when the new year begins.
While others are catching up in January, you’ll already be executing.
Start now.