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3 Documents You Need to Update Before Q4 (Yes, You Do)

  • SKHB
  • Sep 10
  • 3 min read


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As we approach the final stretch of the year, it’s easy to let the “I’ll deal with it later” mentality take over. But let’s be honest, as women entrepreneurs, we’re already juggling so many things, so why add more unnecessary stress by ignoring some crucial documents? 


These three documents need your attention before we enter Q4. Think of it as a “grown-up” check-in for your business, ensuring everything is in order before Q4 begins.

And don’t worry, it won’t eat up much of your time, but it will save you from tons of chaos. 


Annual Report


If you're running a limited company, the annual report is non-negotiable. And it’s mandatory to keep it updated as it ensures your business remains compliant and ready for whatever comes next.


If you don’t file your confirmation statement, you’ll certainly get a legal compliance reminder soon enough. Whether it’s a change in business name, address, or your registered agent, this is the moment to make sure everything is squared away. No one wants to be the person who gets a “friendly” reminder from the business registry at the last possible second. Trust me, it’s not as “friendly” as they claim.


Tip: As you review this, don’t just give it a glance like it's a report card from middle school. Dig into the financials, governance details, and any changes in operations that need to be documented. 


A solid annual report not only keeps you compliant but also positions you as a business that’s ready for growth. Because nothing screams “we’ve got our act together” like an up-to-date annual report.


Business Plan


We’ve all been there. We all thought a business plan was this one-time project that you can file away and forget about. But guess what? It’s unfortunately not.


It’s time to revisit your plan and ask yourself: Is it still relevant? Has your market evolved? Are your sales strategies keeping up, or have you just been winging it? If you haven’t touched this thing in months, it’s time to face the music and make the necessary updates.


Tip: Don’t just update the numbers and call it a day. Dive deeper into sales strategies, marketing shifts, and any changes in customer behavior. Your business plan should evolve as your business does. If it still looks like the one you wrote in January, it might be time for a refresh. 


If nothing else, a business plan update is like giving your business a quick mental check-up. This makes sure your vision is still aligned with the market, and you’re not stuck in outdated trends.


Employee Manual


I know, I know. Updating your Employee Manual wasn’t the highlight of your to-do list. But think about it. If your company culture or policies have evolved, this document should reflect that. Whether you’ve adjusted work-from-home guidelines, added new benefits, or shifted company values, it’s time to make sure your manual is up to speed.


A well-written manual can save you from answering the same question over and over, or worse, being the office “policy expert” without actually having the answers.


Tip: Have a chat with your team. Ask them what’s working and what’s not. The employee manual should not only set clear expectations but also create a work environment where everyone feels heard and understood. Plus, a well-written manual saves you from explaining everything ten times. 


Conclusion


We’ve all been tempted to push these things off until the last minute. But trust me, taking the time now to update these documents will make the end of the year much smoother. You’ve already built something amazing, don’t let these little details trip you up when Q4 comes around. 


Think of it as laying the groundwork for your success in the final stretch. It might feel like a chore now, but in the long run, it’ll make everything flow more seamlessly, and you’ll have more time to focus on what truly matters: Growing your business and making that big impact you set out to achieve.


So, don’t wait. Take a few hours to update these key documents, get ahead of any potential roadblocks, and go into Q4 knowing you’ve got it all handled. 


Procrastination might feel good in the moment, but it’s the reason your hair starts turning grey before its time. You’ve earned it. Let’s get to work, and let’s make Q4 the best one yet.

 
 
 

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