Creating a Simple Weekly Money Routine
One of the biggest reasons small business owners feel stressed about money?
They’re not checking in with their finances regularly.
But here’s the truth: You don’t need to be a CPA or a spreadsheet wizard to manage your business finances. You just need a simple, consistent weekly money routine—especially if you’re a service-based business owner using tools like QuickBooks Online.
Whether you're a solo entrepreneur, creative, coach, or home service provider here in Northwest Arkansas, building a basic weekly money habit will give you more control, less anxiety, and better decision-making power.
Why Weekly Is Better Than Monthly
Waiting until the end of the month (or quarter… or year 👀) to check your books is how things get messy—and expensive.
A weekly money routine helps you:
Stay on top of income and expenses
Catch mistakes or missing transactions early
Track cash flow
Prep for tax season
Reduce last-minute stress or overpayments
Even 20–30 minutes a week can save hours (and thousands of dollars) later.
Your Simple Weekly Money Routine
Here’s a 5-step system you can repeat every week:
1. Log Into QuickBooks Online
Open your dashboard and get a quick glance at your bank balances, profit & loss, and outstanding invoices.
2. Categorize Transactions
Make sure all your transactions are correctly labeled. No more “Uncategorized Expense” mysteries during tax time!
3. Reconcile Bank & Credit Cards
Compare your QBO records to your actual bank statements. Match and reconcile.
4. Review Invoices & Payments
Follow up on unpaid invoices. Check for any client payments that need to be recorded.
5. Track Weekly Revenue
Note how much you brought in that week. See how it compares to your monthly goals or break-even number.
Bonus: If you’re running payroll, confirm that everything is submitted and taxes are being withheld correctly.
How DBR Bookkeeping Makes This Easier
At DBR Bookkeeping, we help small business owners:
Set up simple weekly processes
Clean up and manage their books in QuickBooks Online
Understand financial reports without needing a finance degree
Build a routine that leads to confidence, clarity, and growth
You don’t have to do it alone—and you don’t have to wait until tax season panic sets in.
Frequently Asked Questions (FAQ)
What if I fall behind on my weekly money routine?
No worries—just start again! The key is consistency over time, not perfection.
Can QuickBooks Online automate some of this?
Yes. With bank feeds, rules, and automation, QBO makes weekly check-ins faster and easier.
How do I know if I’m doing this right?
That’s where working with a bookkeeping pro can help. DBR Bookkeeping provides guidance, training, and support to help you build better habits.
I’m not ready for a bookkeeper—what’s the first step?
Start by joining the DBR Bookkeeping Skool Community. It’s built for business owners like you who want to learn the right way, without the overwhelm.
Ready to Build Your Weekly Money Routine?
Don’t wait until next quarter to get organized. Let’s create a weekly routine that actually works.
📅 Book a call with Dr. Bryan Raya and let’s map out your weekly system together.
Let’s start Doing Business Right!
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