Savvy Ways to Prep Your Biz For Next Year

Savvy Ways to Prep Your Biz For Next Year

preparing your business for the new year

Savvy Ways to Prep Your Biz For Next Year

A guest blog post by Denise Riches, Virtual Assistant


There’s no way we could have predicted how 2020 was going to go, but it’s probably safe to say that most of us are ready for it to end.

The end of the year is a terrific time to reflect on the past year and really look at what worked, and what didn’t. Reviewing your business processes on a regular basis is not only important, it’s essential, so you can find ways to streamline various aspects.

I encourage you to take half an hour or so, and jot down a quick list of what worked, and what didn’t this past year. Then, think of ways that you can improve in all of those areas.

Here are 6 areas to consider:


Update your social media bios and website


I have a great post about updating your social media bios, you can read it here. Go one step further and clean out your connections (I have another post for that here). If you are on LinkedIn, it’s a great time to take a peek at your overall profile and ensure that it’s current as well.

For your website, look at your copy and make sure it’s current and relevant. Make sure you have an SEO plugin installed to make the most of your website so that it comes up in searches going into next year.


Computer Maintenance


Excess files quickly build up and slow down your system. Schedule some time each month to go through all of those files, and decide what to delete and what to keep. Anything you keep should be backed up because one day, your computer could very well go kaput! I wrote a blog post about backing up files, which can be found here.

While you are at it, sort through your inbox and go to town unsubscribing to newsletters and updates that no longer interest you. It’s probably a wise idea to review all your saved bookmarks in your browser, too.




It’s wise to set aside time each week or even each month to review income and expenses. If you haven’t been on top of this weekly or monthly, it might take a bit longer to do it all at the end of the year, but once it’s done, you’ll feel amazing. Print any invoices or receipts you need and make sure they are filed with your end of the year paperwork accordingly. Bonus tip – scan and save in the cloud.

Now you’re all ready for tax time!

Organize your contact list and schedule meetings


This is a great time of year to review your contacts and decide who should be contacted in the New Year. Make a list of 4 people to schedule meetings with in January and make those calls or send those emails. Schedule a coffee meeting every week, and start the process over again at the end of January.

While you are at it, this might be a great time to ask for testimonials from contacts you’ve worked within the past year. Remember, those testimonials can go on your website and your social media. It’s your time to shine!


Review your marketing


What worked last year and what didn’t? If you’re looking back at last year and thinking that you should have started advertising your speaking engagement or event sooner, this is the time to be proactive.

Check your calendar for the coming year and note when your events are. Then, plan backwards from those dates and list when to start newsletters, social media and signups. Better yet, put those preparation plans in your calendar too.


Speaking of calendars


Whether it’s paper or electronic, you will have a better success rate when you put it into your calendar. EVERYTHING should go into it. Family stuff, work stuff, invoice due dates, etc. Colour code if it calms your mind, just make sure it gets in there. Then set up reminders so that you never miss something important.


Get more clients


Once you set up the meetings I mentioned above, it’s time to perfect your pitch and go out and get ’em! More clients mean more work, which is a great time to think about hiring a virtual assistant to help you move your business forward. Upward and onward for next year, friends!


Hire some help


If the thought of adding these tasks to your ever-growing to-do list, it may be time to get some help. A virtual assistant is a great option for small businesses, and can be more efficient than hiring an employee (especially if you don’t need someone full time).


But what to delegate? I have a handy VA Delegation Worksheet that my clients have found to be helpful, I hope you do too.



One Response

  1. Denise says:

    Thank you so much for the opportunity to guest post, Sarah 🙂 I hope your readers find this to be helpful 🙂

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