Start the New Year Strong: Tips for Balance, Growth and Well-Being

As the calendar flips to a new year, it's natural to feel the pressure to reinvent yourself, set grand goals and aim for perfection…or just completely ignore it and keep doing what you’re doing. But let's be honest: life, business and the day-to-day grind don't need a "new you."

Instead, what if we focused on being the best version of ourselves—just a little better, a little kinder, a little more intentional? 

For accountants and bookkeepers, the beginning of the year can feel particularly intense. Between wrapping up last year's work and gearing up for tax season, it's easy to forget to prioritize yourself amidst the chaos. 

Before diving headfirst into resolutions, pause and reflect on these slower end-of-year days.  

Grab a pen and paper and think through the past year—both personally and professionally: 

• What worked well? 

• What didn't work so well? 

• What would you change? 

• How was your work-life harmony? 

Reflection can be a powerful tool for growth. You can start charting a course for where you want to go by identifying what's been serving you and what hasn't. And with that clarity, consider these three tips to help you create a better year and a happier you. 

Small changes, big differences 

Do you have a goal you've been putting off because it feels too overwhelming? Whether professional or personal, big changes don't happen overnight—and no one can eat an elephant in one bite.

For me, a small but impactful change this year was swapping out Google for ChatGPT. Instead of wading through multiple websites and articles, I get a clear, succinct answer based on my prompt and can refine it further or double-check sources as needed. It’s been such a time-saver!

The key is to start with small, manageable steps. For example: 

• Want to carve out more "me time?" Wake up 15 minutes earlier to savor a quiet cup of coffee before the day begins. 

• Do client meetings dominate your schedule? Block off dedicated time in your calendar for deep work or personal errands, and let clients book around it. 

• Use a service like Instacart for grocery shopping and delivery. Take back time for things you want or need. 

These incremental changes might seem insignificant, but they add up. Over time, they help you achieve what once felt impossible—and in a way that's sustainable. 

Try something new 

When was the last time you did something purely for fun, curiosity, or growth? Most of us thrive on structure and routine, but every now and then, it's worth stepping outside of your comfort zone and getting uncomfortable. 

Consider picking up a new hobby, joining an organization, or taking a class. It could be something creative, like painting, or something practical, like improving your public speaking skills. Trying something new can spark inspiration, expand your network, and remind you there's more to life than deadlines and spreadsheets. 

As part of my "trying something new" journey, I decided to go back to school to earn my master's in accounting. Yes, it was a little scary and uncomfortable, but I love that I can connect my work with the degree I'm pursuing.

I'm learning new things, like CFO-level reporting and analysis. It's exciting to learn new skills and offer new services to my clients soon. 

Plus, it's fun! New experiences challenge us, make us better problem-solvers, and connect us with people we might not have met otherwise. 

Take care of yourself 

Let's talk about self-care. Taking care of your mental and physical health isn't a luxury—it's a necessity, especially when running a business. 

For me, yoga has been a game-changer. It's my way of stepping away from work, clearing my mind, and staying physically active. Maybe yoga isn't your thing, and that's okay! Self-care looks different for everyone. 

Here are some ideas: 

• Take a daily walk with your dog to get some fresh air. 

• Treat yourself to a nice lunch once a week. 

• Book a massage to unwind. 

• Set aside time to read, garden, or do whatever puts you in a relaxed, happy state. 

The key is to find what works for you and stick to it. When you prioritize your well-being, you'll show up better for your clients, family and yourself. 

Progress over perfection 

The start of a new year doesn't mean you need to overhaul your life or business. You don't need a "new you." You need small, intentional changes that align with your values and help you move forward. 

Making tiny adjustments, trying new things, and prioritizing self-care can set a strong foundation for the year ahead. Take the time to reflect on where you've been and where you want to go, then start implementing these strategies to get there. 

Here's to a year of growth, balance, and being the best version of ourselves. Your business, your family and your future self will thank you.