Updated: Aug 24, 2021
As Entrepreneurs and Small Business Owners it can be easy to forget to check in on your business.
So now is a good time, as any, to make sure your business has what it needs!
Click photo to swipe for checklist details 👆
Here is a brief checklist to help keep your business on track to:
✅ Make sure your accounting software has the features you need to help grow your business. Make sure that your current software is able to grow with your business providing tools, insight and services to support your growth.
✅ Make sure your business insurance policy has the coverage that you need. A yearly check in is a great time to review your policy and increase or reduce coverage based on your current needs.
✅ Have at least (1) business checking & (1) business savings account. Trust me, save your self the headache and start separating funds now for taxes, payroll, budgeting, etc.
✅ Speak with a tax advisor to make sure your business has the proper structure. The type of structure you choose will affect the type of taxes you pay and your personal liability / debt obligations.
✅ If you haven't already, take the time to automate your processes and create workflow systems. To help you manage your time, work more efficiently, increase productivity, automate email responses, create new lead generations and integrate your favorite apps.
Let this year, be your best year 🙌
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