What to do when you can’t remember what to do 🤔

Estimated taxes for the fourth quarter of 2021 are due soon, so last week I sent mine in. I have the same type of business checkbook that I remember my dad having — one of those large binders with three checks per page (and more checks than I’ll ever use). I got out the checkbook, wrote out the checks (per the lovely stubs/envelopes that my accountant prepares) and put them in the mail.

It may surprise you to learn that I have a process for taxes. (Hahaha just kidding — I know it doesn’t surprise you!)

• Every month I transfer a percentage of payments collected to a taxes account
• Every quarter when I get a ClickUp reminder that taxes are due, I pay them
• Every year I follow a checklist to prepare everything for my accountant

Processes make your business run smoothly. I don’t have to remember what to do — I just have to remember where to find the checklist. Breaking large tasks down into smaller chunks can make a difficult task less daunting.

I use processes in other areas of my business as well:

• New leads
• New projects
• Publishing new content
• Sharing content on social media
• Asking for reviews and testimonials
• Staying up-to-date with my finances
• Even writing and sending this newsletter has a process

Struggling with an area of your business or online marketing? Maybe a checklist will help. Schedule a call with me today and let’s work through it.

Happy new year!

P.S. Check out my 2021 year in review 🎉