Hi all! Any recommendations?
For example, does anyone time it for when they’d like to host an AGM or membership retreat (when the information on org health can be shared), or based on trends in client timelines, or what?
From this article:
If you have a seasonal business that has highs and lows in sales and activity, you may decide you want to have your business fiscal year be the end of the quarter after the activity has ended. This makes it easier to see how your business has done for the year.
Has anyone noticed a certain time of year when things tend to be wrapping up for clients? (I recognize this depends on client industry )