End of Year Checklist 2023: Enjoy your stress free festive season on us

The festive season should be a time for being festive! To create some space for you to do that, you need our end of year checklist.

Christmas and the end of the year is just round the corner and while it’s not just about getting your pressies and ham sorted – it’s an important time for businesses, especially tradies and service providers, to gear up for a successful year end.

While products can keep selling online over the end of year break, business owners who provide a service need to make sure they’re organised to be able to switch off and recharge – even if it’s only for a short time. 

That’s where our End of Year (EOY) Checklist for Business Owners comes in handy.

With over 17 years of business experience since we started in 2005 we’ve fine tuned our End of Year Prep Guide and Checklist to help you sail smoothly through your festive season.

Why you won’t want to miss our End of Year Checklist for Business Owners

Navigating the financial bit and bobs during the festive season can be overwhelming. Our checklist gives you a structured approach to make sure you don’t miss out on any crucial financial or operational tasks helping you avoid the rush in January to fix mistakes, and providing a clear financial picture as you step into 2024.

There’s just 12 simple steps that you’ll be able to breeze through before Santa hits his sleigh!

Remember to understand your shut down obligations to employees

If you have employees, now is a good time to communicate with them about your shutdown dates, their payroll and leave entitlements.

Check out this info about shutdowns, stand downs, annual leave and tools and resources from the Fair Work Ombudsman

Where to look for ATO and Xero Support while businesses are closed

If your bookkeeper or accountant is taking a much-needed break at the end of the year and you need to look for some info, the ATO has compiled a comprehensive support list complete with links .

If you’re a Xero user, you can check Xero Central to see if there’s an instant answer to your question. If not, contact Xero support by following these instructions.

Don’t forget about your team and customers

People don’t mind if you’re on leave but it’s nice to communicate with them and let them know when you’ll be back and when they can expect to hear from you.

Remember to take time to reflect on the past year and set some goals for the new one

“Almost everything will work again if you unplug it for a few minutes, including you.”

Anne Lamott

We’re always happy to help – let us know if you have any questions once your checklist hits your inbox!

Like this article?

Share on Facebook
Share on LinkedIn
Share on Pinterest

you may also like...

Contact Us

Ready to take your books and business to smooth operator level? Smart choice!

Contact Us

Ready to take your books and business to smooth operator level? Smart choice!

Contact Us

Ready to take your books and business to smooth operator level? Smart choice!

Contact Us

Ready to take your books and business to smooth operator level? Smart choice!