In this episode, we’re diving deep into the process of conducting a mid-year review for your small business. While most people set their resolutions in January, it's essential to regularly check in on your progress and make necessary adjustments. I’ll guide you through my proven method for mid-year reviews, which I use with all my bookkeeping clients after completing their June bookkeeping.
Here’s what we’ll cover:
1. How to reconcile June’s bookkeeping
2. Reviewing year-to-date transactions and financial reports
3. Verifying employee and subcontractor information
4. Assessing your cash flow for the year
5. Evaluating your business goals and analyzing progress
6. Adjusting goals or setting new ones for the rest of the year
Sponsored by: The Bookkeeping Foundation Kit – Your essentials for setting up and managing your bookkeeping effectively. Click here to grab the Kit for $77.
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