Happy 4th of July ... time for mid-year business check-up
I hope everyone had a good Fourth of July holiday. It is a good time for summer fun with friends and family. I always use this holiday as my mid-year check point for a few business issues.
First of all, I touched base with my banker to see if there is anything he needs from me since our last communication. Turned out, I needed to get him my 2008 tax returns now that tax season is passed.
I also ran my mid-year reports off QuickBooks to see how I am performing compared to budget and if I am on track for the year. I found both some good news and not so good news there. Time to adjust a few things and keep moving forward.
I'm glad I did the reports so I found out now at mid-year rather than at year-end.
I also called my insurance agent and set an appointment to do my annual check-up. We will review my limits on my policies and any changes in my business or her coverages that we need to know about.
In business, the best surprise is NO surprise. I've found the mid-year check-up a valuable tool to keep on track.
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