Preparing a simple monthly business review
A one-page review of jobs, money and callbacks you can finish in under an hour.
Do a one-hour monthly review
- Count jobs and revenue. Totals for the month, compared with the month before.
- Check what is unpaid. List invoices past due and who is chasing them.
- Look at quotes. How many were sent, accepted and still open.
- Review callbacks and complaints. Look for a repeat cause.
- Choose three actions. Name the person and date for each one.
Common questions
Do I need an accountant for this?
No. It is an operating review, not tax work. Verify tax questions with your accountant.
When should I do it?
In the first week of the month, once the books are current.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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