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Raise a glass (and a budget worksheet) to 2021!

Join our webinar December 4 at 11 a.m. CST for in-depth budgeting tips and new year forecasting for 2021. For now, here’s a brief overview of best practices for getting ready for the new year.


What are some things to think about to position yourself in the best way?

Reflect on the year as a whole

Take a broader approach than month-by-month or quarter-by-quarter and look at the entire year.

Look back at the goals you set for 2020

No doubt the year turned out differently than what you envisioned when doing your 2020 planning. Still, don’t forget to look back at the goals you set last year to tune in to where you want to go in the long run.

Reestablish new goals in different increments

Don’t just set goals for the coming year. Make a 3-year goal and a way-out-in-the-future goal.


What are the big four areas you should be looking at on a regular basis?

  • People
  • Services
  • Facilities
  • Pricing and profitability

How should the uncertainty of 2020 affect your goal setting?

Have a good, better, and best mindset.

Have a plan for what to do if everything stays the same, if everything gets slightly better, and your ultimate goals.


Why is this different from any other budgeting webinar you’ve seen out there? First, it’s geared toward small businesses. Second, this hasn’t been a normal year, so you need tips specifically for navigating 2021 from CPAs who have been advising small business owners on new year planning for years.

Even if you can’t make it, register for the recording so you’ll be prepared to hit the ground running in 2021.

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