Daily
- Reply to new enquiries and customer messages.
- Check today's jobs, deliveries or appointments.
- Record sales and expenses.
Weekly
- Review cash in the bank and invoices overdue.
- Follow up open quotes and proposals.
- Team check-in: priorities, blockers, who owns what.
- Back up critical files.
Monthly
- Reconcile accounts and review the profit and loss.
- Review your KPIs against targets.
- Chase any invoice over 30 days.
- Review subscriptions and cancel what you don't use.
Quarterly and yearly
- File sales tax or VAT returns as required.
- Review prices against costs.
- Review insurance, licences and contracts due for renewal.
- Update your written processes and policies.