20 Point Annual Business, Bookkeeping, Marketing, Event Planning Review
Here
are some items to consider each year. This
doesn’t replace advice from your attorney / tax preparer.
__1. Are there any
business deposits that are NOT income? ______________________________
__2. Are there any
expenses that should be booked as personal? __________________________
__3. Do you owe any
estimated taxes we should remind you of during the year? _____________
__4. Are there any
additional accounts, credit cards, savings, check books, etc. that we should
include? ____________________________________________________________________
__5. Are there any
leases, payment plans, loans we should be tracking? Did you purchase or sell any large equipment
this year This
doesn’t replace advice from your attorney / tax preparer for bookkeeping guidelines.
__6. Did you file
your NJ Annual Report? _________
__7. Do you have an
Alternate/DBA that needs to be renewed? ________
__8. Do you have any
business licenses that need to be renewed?____________
__9. Have you added
any products / services that are taxable? If you’re not sure-we can check.
__10. Do you have any
plans to sell or dissolve your business in the next 2 years? Are you prepared for the related taxes, fees?
If so, let’s set up a meeting with your
attorney/tax preparer.
__11. Do you have any
insurance or pension plans to monitor? Let’s set an appointment with your
representative.
__12. Have you
reviewed/updated your company manual? What’s new in your industry?
__13. Have you had
the chance to review your vendor costs, banking and credit card providers?
__14. Customer
satisfaction: Have you surveyed your clients for an idea of what
products/services are most popular, need revising or replacement?
__15. What are your
plans for team training this year? We can help with Customer Service and
Software Training or help bring in presenters from industry vendors.
__16. Is your website
up to date (SEO, SEM, products/services/blog, mobile ready)?
__17. What marketing
did you do last year? Expect to repeat this year? What worked/what didn't? It’s important to
set a budget for marketing/advertising that reflects a portion of sales or a
set amount based on anticipated sales.
We can help get you to the right plan and budget.
__18. Are you
planning any direct mail or event marketing? We can help with preparation and
followup.
__19. Have you
considered a 'customer appreciation' day/event/mailer/gift/handout? No budget?
We can help you get creative!
__20. Are you making
the most of your local Chamber of Commerce and trade/networking organizations?
These are a great place to pick up new ideas, connect with business owners,
find new vendors and promote your products and services.
Need help with this list? CALL-ISG! 973-334-3110 www.callisg.com