Our Process for Starting A New Year (#19)

Building It Online Podcast
Our Process for Starting A New Year (#19)

Starting a new year is absolutely one of my favorite times of the year. The chance to reset and look ahead to what’s coming next is hard to beat.”  Mike Sebastian

A New Year is among us and we could not be more excited!

This is the time to reflect on your accomplishments from the last year. It’s also a great time to set new goals that will push you forward in the year to come!

In this episode, you will learn the following:

  • What we do at the end of one year to reflect on our goals and accomplishments
  • Financial tasks that every business owner needs to make sure they complete before a certain date
  • How to organize this process so that it gets more efficient every year
  • How to make great goals that stretch you and grow your business!

By the end of this episode you will have the roadmap that Brice & Mike use so that you can take it and make it your own in your business.

Check out the show notes below to follow along.


  • Taking care of financial tasks that need to be completed before year end   (2:30)
  • The power of reviewing last year’s resolutions to see progress   (6:15)
  • The importance of reviewing financial reports heading into a new year   (7:48)
  • Evaluating client portfolio and assessing how to move into a new season   (8:57)
  • How it’s helpful to block off space and time to evaluate and prepare for a new year   (10:52)
  • Setting goals for the year and projecting what success might look like   (12:31)



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Episode 19