If you’re like most business owners, you didn’t start your company because you love spreadsheets and tax codes.
And yet—here we are, halfway through Q3, and your finances still feel a little…fuzzy.
Maybe your books are behind, your income goals feel like a moving target, or you’re worried you’ll get hit with a surprise tax bill. That financial stress? It adds up—and it’s 100% avoidable with a few simple habits.
Here’s the good news: You don’t have to overhaul your entire business to gain control of your finances. You just need a reliable monthly rhythm—and the right tools.
The 3 Things Every Business Owner Should Do Monthly
If you do only three things to keep your business on track financially, let it be these:
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Review your books
Whether you do your own bookkeeping or work with a pro, carve out time each month to check in. Are income and expenses categorized correctly? Are there patterns or cash flow issues worth flagging? Keeping your books clean helps you make smarter, faster decisions all year long. -
Assess your progress toward your goals
Goals are more than wishful thinking. Use your monthly reports to see how close you are to your revenue and profit targets. Not where you want to be? That’s your cue to adjust your pricing, marketing, or expenses—before things snowball. -
Check your upcoming tax obligations
Don’t wait for your accountant to surprise you in April. Review your estimated taxes, payroll tax deadlines, and any state-specific filings. Staying proactive here keeps cash flow smooth and your stress levels low.
Make This Easier with the Ultimate Tax Planning Bundle
To support you through this process, we’ve created a no-fluff, highly practical bundle designed to help you get your finances under control—month by month.
🎯 The 2025 Tax Planner + Financial Mastery Video Series includes:
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A downloadable PDF planner to track income, expenses, tax payments, and goals
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Short, powerful video lessons on small business tax strategy and financial systems
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A 30-minute 1:1 strategy call with Margo Masri, fractional CFO and tax expert, to map out your next financial move
This bundle is perfect for you if:
✔️ You want clarity and structure
✔️ You’re tired of flying blind with your finances
✔️ You’re ready to stop winging it with your taxes
👉 Grab the bundle here and start turning your numbers into strategy.
Need Support? Let’s Talk.
At Heartfelt CFO & Tax Services, we know finances and taxes can feel overwhelming—but they don’t have to be. Whether you need CFO services for small businesses, bookkeeping for real estate investors, or just a little guidance each month, we’re here to help.
🧾 Check out our Proactive Package for monthly bookkeeping + tax strategy
🎓 Explore our courses and tools
📅 Book a free discovery call with Margo for a supportive, judgment-free conversation about your next financial move
Your numbers tell a story. Let’s make sure it’s one you’re proud of.
