BUSINESSKIT HQ — BUSINESS OPERATIONS CHECKLIST
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Print it, or copy it into your task app. Book a fixed slot for each rhythm.

WEEKLY (30–60 minutes)
[ ] Review the week's bookings and confirm appointments
[ ] Send outstanding estimates
[ ] Follow up on estimates sent last week
[ ] Invoice all completed work
[ ] Chase overdue invoices
[ ] Reply to reviews and enquiries
[ ] Send review requests for completed jobs
[ ] Restock supplies and check equipment
[ ] Plan next week's content or outreach

MONTHLY (1–2 hours)
[ ] Reconcile income and expenses
[ ] Review profit by service type
[ ] Check which lead sources produced actual work
[ ] Back up client files and documents
[ ] Review subscriptions and cancel what isn't used
[ ] Update the pricing sheet if costs have changed
[ ] Review outstanding debt and payment terms

QUARTERLY (half a day)
[ ] Set aside tax and confirm filing dates
[ ] Review insurance coverage and renewal dates
[ ] Check licences, permits, and certifications
[ ] Refresh website copy, photos, and listings
[ ] Ask three recent customers for reviews
[ ] Review templates, terms, and policies for accuracy
[ ] Review capacity — are you turning work away?

ANNUALLY (one day)
[ ] Full financial review against last year
[ ] Set revenue and capacity goals
[ ] Renew registrations and insurance
[ ] Review contracts and supplier terms
[ ] Archive last year's records
[ ] Review pricing across all services
[ ] Decide what to stop doing

KEY DATES
Insurance renewal: ____________
Licence renewal: ____________
Tax deadlines: ____________
Accountant review: ____________

BusinessKit HQ · businesskithq.com
This checklist is general guidance and is not legal, tax, or financial advice.