The holiday season isn’t just about Christmas celebrations—it’s also the time of warm summer days, BBQs, and beach holidays. But for many business owners, it marks the final push to wrap up the year, organise rosters, approve leave and meet ATO reporting deadlines.
The good news is that with some thoughtful planning and practical strategies, you can stay on top of your business tasks while still enjoying downtime with family and friends. Read on for some tips to help you be well prepared for the holiday period whilst achieving work-life balance.
Tip 1 – Set Clear Priorities and Realistic Goals
Before heading off for a well-deserved break, it’s crucial to determine what needs to be completed before business closure. Firstly, focus on urgent tasks and leave the non-essential tasks for later. Ensuring you have a prioritised list of tasks will help you manage your workload efficiently and avoid last-minute panic.
The important tasks will depend upon the nature of your business but some essential items to consider will include;
FINALISE PAYROLL
- Communicate with employees: Ensure you follow the Shutdown rules if your business is Shutting Down over the holiday period. For more information on what’s required, read here.
- Finalise work rosters: Make sure leave requests are acknowledged, approved and that you have ample coverage over the holiday period.
- Review payroll transactions: Ensure that any required leave payments (like annual leave) are recorded correctly.
- Finalise payroll: Make sure employees are paid accurately and on time and align with banking closure days.
COMPLIANCE OBLIGATIONS
- Report STP: Ensure STP has been reported to the Australian Taxation Office
- Submit BAS: Ensure any Business Activity Statements are submitted on time. This includes BAS, PAYG and other compliance obligations. For more information on reporting deadlines, click here.
- Report Superannuation: If you report Superannuation monthly, ensure this gets done before you shut down.
STOCK & INVENTORY MANAGEMENT
- Review Stock Levels: Ensure stock levels are adequate for the holiday period.
- Organise deliveries and orders: Confirm orders and deliveries with suppliers to ensure deliveries arrive on time.
COMMUNICATIONS
- Notify customers of your closure dates: Ensure you notify customers and suppliers well before your holiday schedule, or any changes in service or response times.
- Update autoresponders and social media: Ensure email automatic responders are set advising those who contact you when they can expect you back and what to do for emergencies.
FINANCIAL MANAGEMENT
- Set up cash flow projections: Plan for cash flow during the break to ensure there is enough cash in the bank to cover expenses like rent, electricity, and any other essential costs.
- Check and process payments: Ensure all outstanding invoices are sent and received before the break. Confirm payments are processed, and if any fees are due from customers, follow up before the holidays.
BUSINESS INSURANCE
- Review insurance coverage: Ensure your insurance is current especially if you plan on closing for an extended period. Check policies for coverage related to downtime, theft, or damage during the closure.
- Security of physical and digital assets: Arrange for physical security (e.g. locking up premises) and ensure any digital systems are secure and properly backed up.

Pro tip: Consider using a project management tool like Asana or a simple to-do list to stay on track. Small wins add up, and checking things off feels good!
Tip 2 – Delegate Where Possible
Delegating tasks can be a game-changer for business owners looking to take a break over the Christmas holidays. Outsourcing essential tasks like payroll and bookkeeping to a bookkeeper can free up valuable time allowing you to step away from the business with peace of mind. This gives you the opportunity to focus on big-picture planning or enjoy some well-earned rest. Don’t forget to involve your team or family at home as well—sharing the load makes everything easier and ensures you can fully unwind during the holiday season.
Tip 3 – Take Care of Yourself
It can be tempting to push through the busy season, but your health is your most valuable asset. Prioritise self-care by eating well, staying hydrated, getting enough sleep, and making time for exercise. A morning swim or a stroll along the beach can work wonders for your mental health. Remember, rest isn’t a luxury—it’s essential. Taking a break will leave you feeling more refreshed and productive in the long run.
Tip 4 – Switch off from technology
If you’re taking a break over the holiday period there’s no better time to unplug. Set boundaries by limiting technology time and if you must look at work email or apps, only do so in business hours. Being fully present with family and friends is the best way to recharge during the festive season.

Tip 5 – Reflect and plan for the New Year
The holiday season offers a great chance to reflect on your business journey over the past year. Celebrate the wins—big and small—and take note of areas for improvement. Use this time to set fresh goals for the new year, so you can hit the ground running in January.
Tip 6 – Reach out for support if needed
Managing a business can be isolating at times, especially during high-pressure periods. Don’t hesitate to reach out for help. Whether it’s support from colleagues, a bookkeeper to handle compliance tasks, or simply leaning on friends and family for emotional support reach out for help if you need it.
Tip 7 – Embrace the Festive Spirit and Find Balance
With the right planning, the holiday season can be both productive and enjoyable. By focusing on what truly matters, prioritising self-care and reaching out for support when needed, you can close out the year successfully—without missing out on quality time with loved ones.

As always, we are here to help! If you’re looking at outsourcing some of your tasks, contact us.