Annual Small Business Checkup
Details:
Running a business is a marathon, not a sprint. Just as machinery runs best when it’s maintained, your business performs best when it’s reviewed, tuned up, and aligned with your goals.
Whatever your industry or niche, having an accurate picture of your business operations as of the last quarter is extremely important.
It’s a little like putting your business on a treadmill for 10 minutes and then taking a blood pressure, and glucose readings. Either way, you get a better idea of what is working well, what needs adjustment and what needs to be scrapped.
The purpose of this guide is simply to encourage Self-Employed or Small Business Partnerships to make time to review the whole picture. Many owners are paralyzed over these kinds of tasks, so this checklist aims to take the stress out of the process and just let you get it done.
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Small |
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Black ,Khaki ,Silver ,White |
Description
Annual Checkup for Self-Employed Business Owners
Crot
When was the last time you did a “maintenance check” on your entire business operation?
For many, if not most, Small Business Owners, the answer to when they last examined their whole business is likely only at tax season with the Accountant. That only deals with CRA, tax planning and general financials.
In most cases, very few owners really assess their whole operation on an annual basis. We’re diligent about scheduling regular maintenance for our vehicles or equipment, but often neglect the most valuable asset we own: our business.
This checklist helps you take a step back, review all your operations, and identify areas that may need attention or improvement.
This is not meant to replace your professional advisors — rather, it helps you prepare before meeting them so you can have focused, informed discussions.
Use this guide annually (or more often, if your business is growing quickly) to ensure every part of your operation is healthy and ready for the year ahead.
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