know your numbers
Financial Friday Checklist
Stop dreading your business finances. Use this simple, actionable checklist every Friday to stay organized, profitable, and stress-free.
Interactive Tool
Your Weekly Finance Habit
Check off these essential tasks every week to keep your money clean, your taxes ready, and your business growing. Customize it by adding your own tasks!
Monday
Strategy & Planning
No tasks planned
Tuesday
Systems & Automation
No tasks planned
Wednesday
Client Delivery
No tasks planned
Thursday
Marketing & Sales
No tasks planned
Friday
Review & Refine
Reconcile bank accounts
Review accounts receivable (who owes you)
Review accounts payable (who you owe)
Categorize weekly expenses
Transfer tax savings (20-30%)
Review budget vs actuals
Pay yourself!