Year Ending Procedures (Owner / Lead Operator)
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- Create “New Merch Costs and Profits” for each location
- Create “New Orders Placed Orders Received” for each location
- Send Accountant new “Merch Costs and Profits” and “Orders Placed Orders Received” links for each location. Add accountant email to “Share.” Put as “Viewer”
- Update all links on S1X Daily Checklist and Location Assistant Checklists (New Merch Costs and Profits / New Orders Placed Orders Received)
- Update all employee PTO / Time off trackers (Connectteam)
- Collect Year-ending merch count from all locations
- Send dollar amount of all in stock merch for each location to the accountants
- Payout unused PTO
- Receive Completed Manager Year-End Checklists from each Location Leader
- Dispose of/Destroy of Expired Paperwork/ Agreements
- Get updates on employees’ new healthcare rates. Adjust their deductions from their checks and adjust the transfer amounts going to the Bay City location.
Owner
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- Figure miles for travel to other locations. Have other locations reimburse Bay City. Inform both accountants.
- Goal Setting Speech at the first corporate meeting of the year