Daily Routine & Cash-Up
Monthly business review checklist
Review the month before making business decisions.
A monthly review gives you a bigger picture of your business performance.
Check each month
- Total sales for the month.
- Total expenses for the month.
- Profit estimate.
- Biggest expense categories.
- Supplier spending.
- Customer balances owed.
- Bills still unpaid.
- Stock items that often run low.
- Any repeated Cash, M-PESA or Bank discrepancies.
Use the review to decide
- Whether prices need adjustment.
- Whether costs are too high.
- Whether stock buying should change.
- Whether customer debts need chasing.
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