It’s now our quieter time of year in the world of accountancy and tax, and a time when I like to review the past year, and more importantly, look forward to the next 12 months.
I start this process by looking over the work we have performed over the last year and looking at it from a simple view of turnover, costs, number of accounts and tax returns we prepare. I compare this to the previous year. I also keep a record of new clients I have seen in the year so I can schedule the additional work we will have to complete in the next twelve months. It is useful to feel I have evaluated the performance. As this helps me to feel prepared for what might happen in the next twelve months, planning the flow of work and the staffing requirements.
Following on from this I like to have time with my team individually and as a group, to discuss their feelings about the last year and lay down plans and actions for the next. We set targets for ourselves as a business and individually.
I like to include everyone on the discussions as we all have different views on things and although the final decisions are with me, I like to know everybody’s opinions and ideas. We all add value to our team and we all have something to contribute.
I like to consider our weaknesses and look at ways to limit if not preferably remove them.
This time of year is exciting for me and I really look forward putting into place all the new ideas and plans we have. I find it important to support all my team members in their job roles and help them develop their positions.
We try to spend a bit of time away from the office when having these types of meetings, allowing us to focus on each other away from the distractions of everyday office activity. We can concentrate on each other and spend the time more productively.
We have been through a lot of changes over the last year within the business, growing our office space and changes in our team while some of us have had babies. Now we are feeling refreshed and ready to take on the next year. We have lots of exciting changes happening and will keep you all updated on these over the following months.