Top 5 Tips to Prepare for Year End Now

Year-End is fast approaching. With everything going on, a few things may have slipped your mind, understandably 😊. Here a some critical tasks that you still have time to do which will pay off big time in regards to lowering operating costs and come tax time. Did you record your odometer reading? There are 19 tips in all, covering the primary areas of your business including Financials, Client Care, Operations and Strategic Planning.

Check the video here: https://youtu.be/rN6gJg4c4IA

Here are my top 5 Year-end tips that you can do, right now! Want to see all 19 tips? Get the full list here: PlanIt Year-end Checklist