2007 is fast approaching. Here are six specific nonprofit operations steps I take to prepare for each new year.
1. Create 2007 fiscal/vendor folders and put my 2005 fiscal/vendor folders in a file storage box to store. (I do not store my 2006 fiscal/vendor folders because I usually have to access those files periodically throughout the year.)
2. Put all my e-mail folders into a 2006 file and create new 2007 e-mail folders.
3. Verify that I have all my vendor/independent contractor's tax-id's or Social Security numbers so I can send them their 1099 forms in early 2007.