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7 Essential To-Dos For Your Atlanta Business Team

7 Essential To-Dos For Your Atlanta Business Team

By:

Mark Perlberg

Published:

November 21, 2023

Updated:

October 14, 2026

2 min read

Before the holiday craziness kicks in, let’s remember: the end of the year is a golden chance to play with the calendar in your business’ favor.

Whether it’s diving into year-end profit metrics, sorting out staff bonuses, or launching some targeted marketing to catch those year-end spenders — now is the time to zoom in on tasks that set you up for success now and into the coming year.

Lock in your spot on our calendar soon, to make sure we have a chance to discuss how to best position your business.

Key Takeaway
You don't have to choose between your financial goals. Start by taking advantage of available employer benefits, then balance your remaining savings between short-term priorities and long-term financial growth. Keep money needed in the near term in an appropriate low-risk option, and consider the tax implications before using long-term savings.

It’s easy to get caught up in the day-to-day minutiae of running a business. However, it’s essential to resist the temptation to let small, less significant tasks overshadow the truly impactful ones. I’ve witnessed this phenomenon with a few of our clients, where the focus on routine administrative tasks detracts from addressing more substantial business goals (ones that really have leverage).

Maybe it’s the service coordinator getting lost in paperwork, or ticking off those sweet, sweet checkboxes in the software. Maybe it’s one of your employees not getting hung up on the loud-talker in the next room, or the chair that squeaks five feet away. We all need that reminder of what really matters in business.

So, here’s your reminder (and feel free to share it with your crew): Focus is everything. It gives our work purpose and turns the everyday into something extraordinary…

7 Essential To-Dos For Any Atlanta Business Team
“Sooner or later, those who win are those who think they can.” -Paul Tournier

What are the most important tasks in your Atlanta business? 

Taking care of customers and growing revenue. 

Add any trendy business philosophy you want on top of that, and it still gets down to the same thing. 

EVERYONE on your business team should either be adding revenue or helping to control expenses. I suggest you (constantly) ask your staff — and yourself — what they can do to help: 

  1. Get more customers 
  2. Keep customers longer 
  3. Increase the amount of each transaction 
  4. Control expenses 
  5. Get more referrals 
  6. Get good online reviews
  7. Make operations more efficient

So, in that vein, here’s a discussion you can have at your next business team meeting: 

* Review and discuss these 7 issues 
* Ask everyone to write down the things that would help them do their job better (or obstacles that are in their way).
* Ask everyone to write down ideas for each of the 7 issues between now and the next staff meeting.
* Review everyone’s first draft privately or as a group in your next staff meeting.

Everyone (and I really do mean EVERYONE) in your business must be involved in growing revenue or controlling expenses. They must see their role in that part of the business. And YOU — the business owner — must keep that discussion alive and dynamic with your business team.

This is especially true when almost everyone is bound to be distracted by what’s on the horizon in 2024.

Now is the time to lead.

Warmly,

Mark Perlberg

About the author

Mark Perlberg

Certified Tax Planner

Mark Perlberg is a CPA, Certified Tax Planner, and specializes in helping real estate investors and entrepreneurs achieve their financial goals through strategic tax planning. He has been a CPA since 2015, and since 2019, has served hundreds of entrepreneurs to create tax plans with savings as high as $2.5 Million in a single year through advanced planning methods. Mark and his team collaborate closely with clients to understand their unique goals and circumstances, evaluating all sources of past, present, and future financial events to guide them toward the most advantageous business and financial decisions. Originally from New York and now based in Atlanta, Mark is also a passionate foodie and a world traveler.

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