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End of Year Checklist
Take care of business before the break so you're not caught short in January
Don't leave January cashflow to chance
Download the End of Year checklist to get your ducks in a row before the silly season kicks off.
✅ Cashflow - Don't miss important deadlines to get paid before 25 December
✅ Prep for the new year - start back in January
✅ Peace of mind - sit back and relax over the holidays knowing everything is taken care of
Check out our tips for switching off over the summer break
Less is more
It's tempting to spread yourself too thin in an attempt to do as much as possible while you've got time off. Be careful about squeezing too much into your break.
Implement digital boundaries
Turn off work-related notifications on your phone and avoid checking emails or taking work calls. Make it clear to colleagues and clients that you are on holiday.
Plan ahead
Before you head off, get peace of mind that everything is taken care of. Issue your invoices early before the break and double check when your payments are due.
Get into nature
Neuroscientists have discovered that gazing at horizons engages a primal part of brain and induces a sense of calm. Get outside and horizon gaze or forest bathe to recharge.
Celebrate your wins
Reflect on the year that's been and what you're proud of. When days go so fast it came be easy forget to celebrate the wins and give yourself a pat on the back.
Treat yourself
You've worked bl**dy hard all year, you deserve a wee treat. Whether it's a new jet ski, some sweet treats or a relaxing spa sess, make sure you indulge.
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Frequently asked questions
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What is the "End of Year Checklist"?
The End of Year Checklist is a downloadable resource that helps you prepare for the end of the year in terms of financial and business tasks. It ensures you have everything in order before the holiday season begins.
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Why do I need to use this checklist?Using this checklist is essential to ensure that you don't face any financial or business-related issues in January. It helps you stay organized and avoid cashflow problems.
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What does the checklist cover?
The checklist covers several important areas, including managing cashflow, meeting deadlines to get paid before December 25th, and preparing for a smooth start to the new year in January.
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Is the checklist free to download?Yes, the checklist is available for free download. There are no hidden charges or fees associated with it.
Start your Free Trial
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We just need to grab some basic information to help us personalise Fergus for you.
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