Mid-year Financial Review: 4 Questions
Updated: Sep 20
This is a super simple and effective review.
Are your sales / income where you want them to be for this time of year?
No – what plans do you have in place to change that for yourself & are you in need of help with any roadblocks?
Are your expenses where you want them to be?
No – kung fu your income stmt, bank stmt, credit card stmts
Separate bank account
Separate business cc
Is your pipeline where you want it to be? Lined up or empty?
What is your 30-day plan?