Creating a Simple Weekly Money Routine

Dec 30

Let’s be honest — most business owners don’t fall behind because they’re bad with money…
They fall behind because they don’t have a consistent routine.

The solution? A simple weekly money check-in.

Just 15–30 minutes a week can save you hours of stress (and hundreds in missed deductions) later.

Your 5-Step Weekly Money Routine

🧾 1. Review Transactions

Log into QuickBooks or your banking app. Categorize and review all incoming and outgoing transactions for the week. Keep it clean and current.

🧮 2. Send Invoices & Follow Up

Make sure invoices went out — and check for overdue payments. Set up automatic reminders in QuickBooks to stay on top of your cash flow.

💸 3. Pay Upcoming Bills

Check what’s due this week. Schedule vendor payments so you’re never hit with late fees.

📊 4. Track Cash Flow

Quickly glance at your bank balances, outstanding invoices, and credit card usage. Knowing what’s coming in and going out keeps you in control.

📁 5. File Receipts

Upload or scan any physical receipts and label them appropriately. Digital storage = audit-proof peace of mind.

Why This Routine Works

✅ Prevents costly mistakes
✅ Makes tax prep easier
✅ Reduces money anxiety
✅ Helps you make smarter financial decisions

Pro Tip: Set a Calendar Reminder

Treat your money routine like an appointment — same time every week. Friday mornings or Monday afternoons are ideal for most entrepreneurs.

FAQ

Q: What tools do I need?
A: QuickBooks Online, a receipt scanning app, and a business calendar are plenty to start.

Q: What if I miss a week?
A: Don’t stress. Just pick it back up the following week and stay consistent going forward.

Q: Can a bookkeeper help with this?
A: Absolutely. At DBR, we set up weekly systems for clients so they can focus on growing their business.

🎯 Want help setting up a weekly money system that works?
Book a free call with Dr. Bryan Raya, QuickBooks ProAdvisor:
👉 https://calendly.com/dbr_bookkeeping/book-a-free-call-with-dbr

Let’s keep Doing Business Right!
#MoneyRoutine #BookkeepingTips #FinancialHabits #QuickBooksOnline #SmallBusinessFinance #DBRBookkeeping #DoingBusinessRight

Bryan Raya