As we wrap up another year, it’s the perfect time to do some financial housekeeping. Running a business is busy, so taking a breather now to review what worked (and what didn’t) can set you up for an even stronger new year. Let’s dive into a few key areas to make sure your finances, ad accounts, and marketing strategies are all in top shape.

Review Your Ad Accounts: What Worked, What Didn’t?

If you haven’t done it yet, now’s the time to review your ad accounts and see where your dollars went. Did you try a few different strategies this year? Did some campaigns absolutely crush it while others fell flat? Go through your results and look at which ad types, audiences, and creatives performed best. The insights from this review are your map for next year—spot the patterns, make note of what brought the best ROAS, and think about what you could improve in the new year.

And remember, sometimes you only need a few small tweaks to make a good campaign a great one.

Check Your Margins and COGS: Are You Staying Profitable?

Your COGS (cost of goods sold) and margins are where profitability begins. As costs continue to change, take this time to review your COGS to make sure you’re still in a healthy range. Check for any areas where you might be able to reduce costs without sacrificing quality or where you could increase margins a little to keep your business sustainable.

Profit margins can be easy to overlook, but they’re the foundation of long-term growth. The new year is the perfect time to make sure they’re on track!

Review Social Media Stats: Growth and Engagement Wins

Take a look back at your social media performance over the past year. Did your follower count grow? Did engagement rates go up or down? Review these metrics to get a sense of what content truly resonated with your audience—and what didn’t.

Maybe Reels drove more traffic than regular posts, or perhaps certain topics sparked more engagement. This data will help you refine your social strategy for next year. By knowing what engages your audience most, you can focus on creating content that connects and grows your community even more.

Evaluate Your Email Lists: Performance and Potential

Email lists are gold for eCommerce, so take a look at how yours performed this year. Check your open rates, click-through rates, and unsubscribe numbers. Are there any patterns? Maybe a particular email format or subject line style got more engagement, or maybe there were times when open rates dipped.

If you notice any room for improvement, now’s a great time to set some new goals for your email marketing strategy. From fresh segments to re-engagement campaigns, a little planning can help you build an email list that performs better next year.

Planning Based on Data: The Key to a Stronger New Year

Without solid plans and clear data, it’s tough to know how to make the next year even better (and it’s a bit like running ads without knowing what works!). All the reviews we’ve done—on ads, margins, social media, and email—are what allow us to create actionable plans for next year. With this data-driven insight, you’ll be in the perfect position to set realistic, ambitious goals that build on the progress you’ve already made.

A little financial housekeeping now can go a long way in helping you hit the ground running in the new year. From tweaking ad strategies and checking your profitability to reviewing your social and email stats, these small steps set you up to grow in a way that feels sustainable and rewarding.

Want to brainstorm ways to make next year even better? Book a Free Strategy Session with me, and let’s plan for your best year yet!