ULTIMATE End-of-Year Planning & Checklist

Daniel Wilkinson 1 December 2023

The rush into Christmas is always a challenging time to navigate. With projects winding down and teams getting ready for holidays, there’s more to think about than ever. To make sure you have everything covered this year, we’ve joined forces with Buildxact and The Professional Builders to host a webinar to walk through a checklist of the critical moving parts you need to plan for.

 

Takeouts from this must-watch session include:

  • Surviving The Seasonal Cash Flow Challenge: How to cover wages and overheads when payment claims slow down over Christmas/New year.
  • Onsite Tips: Ramping up site security and tidying up operations to curb risks and unnecessary expenses over the Christmas closure.
  • Client Comms: Keep clients informed about shutdown schedules, maintaining trust and continuity through clear communication.
  • Team Spirit: In addition to your Christmas celebrations, learn how to build a “Same Page Plan” for your team to acknowledge this year’s wins and confirm the focus for 2024.

 

Interested in booking a session to discuss further:

BOOK YOUR FREE CONSULTATION

DOWNLOAD FREE CASHFLOW TEMPLATE

DOWNLOAD FREE END-OF-YEAR CHECKLIST

Presenters

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Daniel Wilkinson

Partner and Client Director from Xact Accounting CPA, B.COM (ACC)

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Julian Krishnan Nair

Senior Partner Manager from Buildxact

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Owen Chambers

General Manager from The Professional Builder

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