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Business Advice
5 min read

Tasks For Businesses To Finalise Before Christmas!

The end of the year is an ideal time to assess the company’s financial health and to finalise reports before the Christmas break as this can help to ensure you have a clear picture of your financial standing. This can include key tasks that aim to help set financial goals such as closing the books by preparing profit and loss statements, balance sheets and cash flow reports.
Written by
Joanna Clare
Content Manager
Published on
June 20, 2025

How many times have you thought to yourself recently Surely it can’t be Christmas already! Well, it’s almost here again and with so much to plan and think about, it is all too easy to get carried away with the festivities that you may fail to get as organised as you should in the workplace. As the year winds to a close and many people are looking forward to a break from having to go to work, December is an ideal time to get certain tasks out of the way, organise priorities and get the office ready for a smooth transition into the New Year, traditionally a time for fresh starts and new beginnings.

The end of the year is an ideal time to assess the company’s financial health and to finalise reports before the Christmas break as this can help to ensure you have a clear picture of your financial standing. This can include key tasks that aim to help set financial goals such as closing the books by preparing profit and loss statements, balance sheets and cash flow reports. Make certain that any tax deductible expenses are complete, compare this year’s budget with actuals and prepare a preliminary budget for next year.

Projects should be finalised with priorities outlined for the New Year which will allow the team to start back at work in January with clear objectives to work towards. Steps to take can include assessing deadlines, creating timelines for projects that are ongoing and reviewing progress while planning action items. Closing projects where possible can reduce unnecessary backlog and ensure a smoother workflow.

At this time of year, it is a great idea to organise the office space. Decluttering physical spaces has become a common part of productive strategies in both workspaces and homes and many people find that clearing out excess items and organising space can significantly reduce stress and improve focus and wellbeing, helping them to work more efficiently.

Employee’s leave requests and working schedules should be finalised, ensuring all shifts are covered if anyone is working over the festive period. Many employees also choose the end of the year to provide feedback and help employees identify and set future goals.

Forward planning in any business helps everyone enter into the New Year with a shared vision, creating a more cohesive and success oriented team. Preparing the office for the festive break isn’t merely about tying up loose ends but it is equally about setting your business up for continued success, making a positive impact on your team while streamlining operations to maximum efficiency.

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