Summer should be a time for rest and inspiration — not a season where stressed-out business owners are digging through documents in an airport lounge. That’s why it’s worth taking care of key accounting matters before your vacation begins.
Summer preparation checklist for business owners:
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Settle your payments.
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Make sure all invoices have been issued and sent to clients.
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Ensure that scheduled payments (e.g., salaries or VAT) will be made on time.
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Prepare a delegation plan.
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Identify who on your team will be the go-to person while you’re away.
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If you work alone, consider assigning certain tasks to your accountant or agreeing on a preparation plan.
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Check your documentation.
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Ensure all purchase documents, receipts, and invoices have been submitted for accounting.
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If you use an accounting system, find out how you can upload documents even while on vacation.
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Plan for the unexpected.
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What happens if a client needs an urgent invoice and you’re out of reach?
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Discuss with your accountant the possibility of handling certain tasks automatically or prepare a “standard response” plan.
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Notify your accountant.
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Let them know when you’ll be unavailable and whether your approval is needed for any specific actions.
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Vacation begins when the stress ends.
Take just one hour to prepare — and instead of calling your accountant from holiday, you’ll be sending a postcard.
Need help? Message us — we’ll help you create a plan so you can truly relax.