Right now, as I type this,  we are 33 days from Officer Turnover.

Every 10 months all Teams get refreshed with new Officers.
This takes more than three months to prepare for - it's time intensive, it's non-standard, and it's worth it.

One of the things that changes is the theme. For any given theme (this term is Baseball) there are people who love it and hate it. (The pizza theme was polarizing!)
New Mentor Moments, Referral Triggers, Coaches Workshops - it's a big, BIG, deal. 

We do it because people burn out - imagine if someone was ParticipationCoOrdinator for five years.
And people aren't always right - imagine if one Member was MembershipCoOrdinator for a decade.
And because life changes, and the best way to make something new is with new information.

My clients are most hungry for transformation in the first quarter of the year, so that's when I'm typically at my busiest. The new year is full of possibilities for business. My preparation starts in September, encouraging my clients to get their keyword research and positioning plans in place so that we can hit the ground running with their content calendar in January. My work shifts from data, research, and strategy to implementation, creating topic maps that span from website articles to social media posts to pay-per-click ads. Q1 sets the marketing narrative for the entire year. When I help a client nail their Q1 strategy, it creates a ripple effect that influences everything from their team morale to their market positioning. When a client returns in June with exceeded targets and a reinvigorated team, I know the Q1 strategy hit its mark.

In my business law practice, the end of the year and the beginning of the year tend to be my busiest seasons (October - January timeframe).

As we close out the year many business owners are tying up loose ends. They may be selling or closing a business before the calendar year is over or they may need to document ownership changes from earlier in the year.

In January, annual registration seasons starts. During this period, which runs until April 1st, all Georgia businesses need to renew their entity registration with the Georgia's Secretary of State office. I file this annual registration and serve as the registered agent for many of my clients.

I tend to get a surge of new clients in January and September, because this is when couples look to refocus on things, finances being one of them.  At the first of the year, it's a new goal to do better with the finances, in September, it focuses on things after the kids are back in school and the summer vacations are over (and the bills start showing up).

Overall, there isn't a real season when people start to focus on their finances, it's when the pain of their current situation gets greater than the momentum needed to want to change the situation they are "comfortable" in.

Being a Health Insurance Professional, typically the 4th Quarter of every year, Oct, ,Nov, and Dec, is my Season, due to the fact that most American's health insurance plans are "rolling over" to new plans that will begin on Jan. 1, of the New Year.

This includes, Medicare Individual Plans, ACA/Obamacare Family Plans, and Employer Group Plans, making this time of the year the busiest time for most health insurance agents.

This is also true for me with the exception that because I offer "Private" PPO Health insurance plans for individuals and families, I'm able to offer health insurance plans anytime of the year for Self Employed individuals, Families, and Small Business Owners and their Employees.

Because I am a Health Insurance Broker, I am not bound by the same rules and regulations that Government offered plans and Employer offered plans must follow with regard to when those plans may be offered.

The Private PPO Insurance plans that I offer are not only available every day of the year but because they are PPO plans means that most doctors, hospitals, urgent care centers, and diagnostics and lab facilities, will be "in-network" medical providers which means not only lower costs for my clients but also that their doctors are more likely to accept their new health insurance plan.

Bruce A. Sanders

BAS Healthcare Solutions

"I'm seeing Mom."

These three words get even the most hardcore haircut avoiders in the chair. If a long-haired person says this, they are NOT my ideal client (for a plethora of reasons).

That having been said, the new clients that I DO get from these "seasons" tell me that they wanted to get something more than a shop that says "walk right in." They often have this one area of their hair that just can't ever seem to be solved.

Wes used to wear a ballcap all the time, even at home and in business meetings. It was limiting his opportunities in his marriage and his career. Wearing a ballcap was much easier for him than having to fuss with his hair every morning, just to have it fall into a crazy mess by mid-morning. His hair had a combination of high density and active whirls in the growth pattern in the front part of his head. In short, his head looked like a hurricane. By using a technique that I learned from Michael O'Roarke (the man behind the "Big Sexy Hair" product line, I tamed both problems in five minutes, and he doesn't have to use his ballcap OR hair gel again... unless he wants to.

...and his Mom says he's not allowed to see any other Barbers.

As a commercial realtor in Atlanta, the best seasons for my business are spring and early fall. These times are focal points because businesses often plan for growth in spring, aiming to secure new spaces before the summer slowdown, and early fall brings a renewed push to finalize deals before year-end.

To prepare, I focus on market research by connecting with potential buyers and sellers well in advance to ensure they’re ready when opportunities arise. 

This is important for my clients because timing can make or break a deal—acting before peak season means less competition and better opportunities for my clients. 

So, the next time you hear someone mention expansion or relocation, ask them: What’s their favorite season of the year? It might lead to a conversation about their business growth— and then a connection with me.  

Most businesses benefit from a mid-year true-up in the May-June timeframe. Did the first part of the year meet their expectations? Did they increase sales or profitability? Did they expand their customer base, or increase price, or improve their cash position?

Understanding where they are at the six month mark helps companies course-correct during the latter part of their year, and meet their annual goals.

We at Profitability Business Solutions offer our clients a "True-up" package that helps answer these questions. We start marketing this service earlier in the year and encourage people to reserve their spot!

In my business, seasonal moments are often milestones my clients are eager to celebrate—such as a graduation, Thanksgiving dinner, a 50th birthday, or a 25th anniversary. They want their kitchen ready in time for these big events. When meeting a new client, I explain that to complete the project on schedule, we need to work backward from their desired completion date.

The design and planning phase typically takes about 3-5 weeks, followed by a cabinet lead time of 6-8 weeks, depending on the style, finish, and other factors. Discussing lead times upfront helps clients plan their remodels effectively and ensures their kitchen is ready for the celebration they envision.

My business doesn't have a specific season—it’s always the right time for personal development and professional growth! Whether it's spring, summer, or the new year, people come to me when they’re tired of feeling stuck and ready to unlock their full potential. That said, the New Year tends to be the time when people are ready to achieve big goals, tackle limiting beliefs, and create change. My focus is always on helping clients get clear on what they truly want, shift their mindset, and take intentional action to create a life that fulfills them personally and professionally—no matter what the season.

The busiest season in my business runs from early December through February, covering two crucial tasks: filing 1099s before the IRS deadline and closing out the year’s books. Getting this right is vital to avoid penalties, and it also ensures clients’ CPAs have clean, accurate financials ready to go in February. To prepare, I collect W-9 forms from contractors throughout the year and keep each client’s bookkeeping up to date and organized. When January arrives, I can quickly generate accurate 1099s and finalize their books without a hectic scramble.

Throughout this process, I collaborate closely with my clients’ CPAs to address any questions or issues that might arise. This teamwork is essential, as it prevents compliance problems, relieves stress for clients, and sets the stage for a smooth tax filing season. By having financials ready and accurate, clients can focus on new business opportunities rather than worrying about last-minute tax surprises.

For Nix Electrical, tax season is a critical time. Clients often have more disposable income after the holidays. Tax refunds and year-end bonuses give them the financial flexibility to tackle home repairs and upgrades they had to put off during the holiday season.

We prepare, and we will begin promoting eligible services to help our clients plan. This includes promoting high-value services like electrical panel upgrades, safety inspections, or outdoor lighting projects. We also will place a heavier emphasis on educating our clients NOW before they get their tax returns. We will also ensure our scheduling is streamlined by offering flexible booking options to accommodate clients eager to get work done.

Why is this important to clients? Many clients finally have the funds to address electrical issues they’ve been delaying. Tackling repairs early in the year prevents small problems from becoming big headaches. Overall, this provides a fresh start to the new year. A safe, functional home aligns with their goals for the new year.

As a CPA, May is an essential period for us. With tax season wrapping up, we're already looking ahead to the upcoming extension season in just a few months. This presents a unique opportunity for reflection and proactive planning, especially for our business clients. We take full advantage of this time to conduct thorough cash flow assessments, make necessary budget adjustments, and develop strategic tax plans for the future.

Moreover, we strongly encourage prospects to leverage our advisory and bookkeeping services now to set themselves up for success in the coming year. At our firm, we're always forward-thinking, working today to ensure our clients' financial stability and growth tomorrow.