We always love this time of year as it feels like a season of renewal, with so much potential on the horizon. Here’s your ultimate end of year 2025 business checklist to ensure your success, complete with some unique and often overlooked tasks.

Change Passwords and Enable 2FA

Update all business-related and banking passwords. Use a password manager to keep track of them and ensure they are strong and unique.

Is the information accurate and current? Are there any outdated promotions or products? Is the tone consistent with your brand’s identity? Updating your content is not just about accuracy; it can also enhance your search engine rankings. Websites that update their content frequently tend to perform better in search results.

Analyze Website Performance Metrics

Take a close look at your website’s performance metrics. Utilize tools such as Google Analytics to evaluate visitor behavior, including where traffic is coming from; bounce rates and average session durations and conversion rates for critical actions, such as newsletter sign-ups or purchases.

Ensure that your insurance coverage reflects the current value of your business, property and equipment. Consider any new services or products you’ve introduced that might increase your liability risks. Your independent agent can advise you on specialized liability coverage like professional liability or cyber liability insurance– if applicable.

Create a Professional Development Plan

Create a training and development plan for yourself. Invest in course or workshops that you feel will be beneficial. If you’re planning on attending conferences, take a look at these now and see what makes sense in terms of travel. Take advantage of early bird savings and get a head start on networking with other attendees early.

Consider Business Interruption Insurance

Business interruption coverage is crucial if an unexpected event causes significant downtime. Review your policy limits and the estimated time your business could be out of operation. Your agent can assist you in adjusting coverage to match potential revenue losses.

Schedule Annual Consultations

This is a good time to schedule an annual meeting with your attorney, CPA, insurance agent and Virtual Assistant or online business manager to discuss 2025 plans, explore options that may benefit your business and evaluate where you’ve been and where you’re going.