The top 10 “To do’s” to set yourself and your business up for financial success in 2023

2023 is upon us! With 12 months, 52 weeks and 365 days ahead in the next chapter have you established what you want to achieve financially this year? 

Here are the top 10 actions you can DO, PLAN and DIARISE right now to set you and your business up for financial success in 2023:

Your Plan for Success in 2023

1. Ensure your 2022 financials are up to date, complete and tax returns lodged.
2. Know what your 2023 journey looks like and how you plan to navigate the next 365 days.
3. Set your short, medium and long-term financial goals.
4. Prepare your 2023 budget.
5. Ensure your forecast is prepared.
6. Make sure your paperwork is organised.
7. Make sure your bookkeeping work is kept up to date on a daily, weekly and monthly basis.
8. Set time aside to review your financial reports on a regular basis.
9. Set dates and times in advance to catch up with your bookkeeper and accountant.
10. Relax knowing you are making educated decisions based on up to date, relevant information.

As we move into 2023, I hope you will feel inspired, invigorated and motivated to take you and your business to the next level!

If you are wanting to work with a bookkeeper who is able to work through theses Top 10 “To do’s”, ensuring you and your business are set up for financial success in 2023 I Invite you to reach out to me so we can have a chat and see how I can help you.