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Your Business & Getting Organized in The New Year

Updated: Mar 3, 2023

If you are serious about growing your small business, the first steps

you take in a new year are critical. Here are some tasks you should accomplish asap to organize your business in the new year.


Organize Your Business in the New Year: Tips and Tricks

Check out what’s trending

Take the time to research and implement new trends that apply to your business. This will put you ahead of the pack in 2023 and beyond, so you will reap the benefits when everyone else is still trying to catch up.


Optimize operations

A new year is a perfect time to optimize operations. Check areas of operations that are lacking. Some ideas: Look at how to best upgrade your tech, operations tasks that are not getting done, or where you could be investing or saving more. Make day-to-day operations as efficient as possible. The better your systems, the more you can focus on growth and delivering value. If that means bringing in new team members, like a virtual CFO, map out that plan of action.


Get specific & measurable with goals

Setting concrete goals now is your roadmap to a successful year. Realistically evaluate last year’s successes to ensure your 2023 goals are measurable, specific, and attainable, so they can guide your decisions all year.


Get organized and streamlined online

Your favorite search engine also has the tools you need to grow and efficiently run your business. With Google Workspace, you can integrate (almost) everything you need to run your business in one place. Tools include email, messaging, docs, powerpoint slides, spreadsheets, and more. Google Workspace also includes storage, security controls, and virtual meetings. There are three plans starting at only 6 bucks per month, the best deal I’ve seen by far.


Get ready for tax season

The beginning of the year means tax season is coming, and it’s important to get your finances organized. This includes getting your Profit & Loss Statement up-to-date, auditing your expenses, catching up on your bookkeeping, prepping those important tax forms, etc. If you need help with preparing the accounting and bookkeeping for 2022, reach out to me here.


Getting organized in the new year is essential to set yourself up for business growth in 2023. Get organized now, both online and in-office, so you are ready to make 2023 your best business year yet.


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