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Closing the Year with Intention: A Simple December Check-In

December is an ideal reset point for small business owners looking to organize their operations, review their progress, and plan effectively for the coming year.

Michele Montgomery

12/6/20252 min read

December always feels like a strange mix of holiday lights, last minute deadlines, and a rush of “let me get my life together before January.” If you are a small business owner, you already know this month can feel like a full workout. You are trying to close out projects, prepare for next year, and STILL have a little space (and money) for yourself and your family.

Instead of treating December like an emergency sprint, use it as a reset. Take a breath, look at what worked this year, and be honest about what did not. This is the perfect time to simplify how you run your business. You do not need a dramatic overhaul. You just need a clear view of what needs to stay, what needs to go, and what can be done better.

Here are a few simple things you can focus on this month.

1. Review your systems🗂️💻

Are your processes helping you or stressing you out? Look at how you handle bookings, communication, invoicing, and follow up. If something slows you down, decide if you need to fix it or replace it.

2. Organize your money💰📂

Pull your receipts, invoices, expenses, and payments together so you are not panicking in tax season. It will be here before you can blink. Check your subscriptions and cancel anything you forgot about. A small cleanup now will save you hours later.

3. Decide what you want next year to feel like📅✨

Not what you want it to look like. What you want it to feel like. Do you want your days to be calmer, more structured, or more profitable? Once you know how you want your business to feel, the decisions for next year get easier. Make a list of S.M.A.R.T. goals to help you achieve this. Write a vision (not a wish), for the new year. Start with the first quarter, at the very least, and go from there.

4. Give yourself actual credit👏🏾☕

As small business owners, we tend to be our own LOUDEST critic. Whether this year was your most successful or your most challenging, you showed up. You learned, you supported clients, and you kept going even when it felt heavy. That matters. Most people do not even try to do what you are doing. Give yourself the pat on the back, or the expensive latte, you deserve.

5. Rest without guilt🛌🌿

Your brain and your business both need you rested, rejuvenated and ready. Even if you take a few hours for yourself, it counts. You cannot pour anything into your business if you are running on fumes.

As the year closes, remember that growth does not always look loud. Sometimes it looks like getting organized, removing what drains you, and choosing a healthier direction. December is your reset button. Use it however you need. But definitely, do something to refresh your spirit and mind.

Clear Point Consulting Services is here to support you as you plan for a stronger, more intentional new year. If you are not sure where to start, book a free 15 minute clarity call and we can map out a simple plan for the new year together.