Weekly small-business checklist

Set aside 30–45 minutes each week. Copy this list into your notes and check off each item.

Money

• Record all sales and expenses.
• Check unpaid invoices and upcoming bills.
• Review cash available for the next two weeks.

Customers

• Respond to unanswered customer questions.
• Identify recurring complaints or requests.
• Follow up on promises made last week.

Operations

• Check supplies and reorder only what is needed.
• Review the biggest time-consuming task.
• Choose one improvement for next week.

Next week

Write your three most important priorities and assign each a due date.