Running a business means wearing all the hats - often at once. But there's one hat many of us avoid until it's too late: the "Finance Hat” 🤠. What if I told you it doesn’t have to feel like a chore?

📅 Enter: the Monthly Money Date.

Think of it as a regular catch-up with the financial side of your business - a chance to get on the same page with your money, without stress, guilt, or overwhelm.

It is your dedicated time - just once a month - to check in with your business finances. No spreadsheets flying around the room. No judgment. Just you, your numbers, and maybe a coffee (or wine/beer) in hand.

It’s not about getting everything perfect. It’s about staying in the loop.

Here’s what a simple money date could include:

· ✅ Reviewing your bank account and business expenses

· ✅ Checking if invoices have been paid (and sending reminders if not)

· ✅ Checking all jobs have been invoiced

· ✅ Making sure you've put aside your tax savings

· ✅ Looking at your cashflow: What’s coming in and going out next month?

· ✅ Asking: Am I paying myself enough?

· ✅ Check your goals : Am I on track? Are there new goals to set?

· ✅ Plan the month ahead : Note upcoming bills, big purchases, large jobs requiring larger resources so you’re prepared.

· ✅ Plan any communication meetings with your Team.

Why it works: Just like a date night keeps a relationship strong, this little ritual keeps you connected to your business goals. It helps prevent financial surprises and brings peace of mind - because you’re actively in the driver’s seat.

You don’t need a full afternoon. Start with 30 minutes. Open your accounting app, and get curious - not critical.

Your future self will thank you. Every single month.