End of Year Checklist for Your Business

How fast has the year flown by? 2022 is well on its way to being the year that was, and doing some last-minute inventory by drawing up an end-of-year checklist for your business is necessary and crucial to starting the new business year right. Understanding an end-of-year list and why it is essential is the first step to successfully implementing it into your business process.

What Is An End-Of-Year Business Checklist?

An end-of-year checklist is a formalised list of tasks set for the business at the end of a financial, calendar or business year.

Why Does My Business Need An End-Of-Year Checklist?

Simply put, an end-of-year business checklist provides a streamlined means of setting the business’s priorities, ensuring that nothing significant is missed while putting departments in order.

End-of-year business checklists assist business owners in focusing on critical year-end tasks and helps with reflecting on and learning from the past year, ensuring that the business is well-prepared for the coming year while keeping the company compliant. Sounds great, right? That’s because it is. Here are three business tasks to add to your end-of-year business checklist for 2022!

Three Tasks To Add To Your End-Of-Year Business Checklist!

Review and Handle outstanding invoices

Reviewing and handling outstanding invoices are one of the most important tasks to add to your end-of-year business checklist. Going through your financials and highlighting any exceptional expected or owed payments is crucial to ending an old business year and starting a new one.

Streamline Your Documents For Easy Access & Functionality

A comprehensive electronic document management solution helps to streamline information on a secure web system. Electronic document management solutions, also known as EDMS, are a safe and efficient way to facilitate access and functionality, making it easy for users to navigate and find relevant or necessary information.

Clear Out The Clutter!

For the love of all things neat, get rid of the old and dusty paperwork piled up in the storage unit. We cannot have a 2023 year with 1995 paperwork! While many businesses are legally obligated to retain paperwork for a specific number of years, they can, honestly, at some point, discard it. Why not clear out your office clutter with a reliable document shredding service? Not only will confidential information be securely destroyed, but your office space will look much better! Here at The Document Warehouse, we provide reliable, safe and secure shredding services in Johannesburg while supporting your business with intelligent, innovative, and user-friendly document management solutions!