As I write this, it's currently over 100F outside, so why am I talking about year-end? The summertime is an excellent opportunity to get caught up on your back-end office work. For most service industries, summertime means a reduction in sales.
A great alternative to laying off staff or forcing vacation time is to do some deep-cleaning, mid-year planning! All those projects that you put off at the beginning of the year because you were too busy...now's a great time! Here are a couple of suggestions to keep everyone busy during the slow time:
- Have the sales team do quality reviews & referral requests - there's no better referral than a current customer!
- Have the sales managers do one-on-one interview with the current sales staff to get suggestions on process improvements and marketing strategies/ideas.
- Have the office staff review and catch up on all inventory control measures/AP, AR, bank & credit card reconciliations/research outstanding items over 60 days/preliminary budgets for next year & annualized financial statements - fun stuff!!
- This is a great time of year to catch up on software training and industry data to keep at the top of your game! (Seriously, who wants to be outside right now??)
Before you know it, we'll be rolling into the busy season! If there's anything we can do to help you make your 3rd and 4th quarters better than projected (or even projected), let us know! We offer free QuickBooks training and we are always looking for new suggestions for our free webinar series about all Small Business Topics!
We're here to help!
Trudy Hetzel
General Manager
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