Mid-Year Business Finance Checklist: Are You on Track?

Use this quick mid-year review to stay focused, flexible, and financially sound.

The halfway point of the year is the perfect time to pause and assess your business finances. A quick check-in now can help you stay agile and adjust course if needed.

 

Here’s a simple checklist to guide your mid-year review:

✅ Review YTD Profit & Loss and Balance Sheet reports

✅ Revisit your budget and update projections for the remainder of the year

✅ Check your business credit score and debt-to-income ratio

✅ Schedule time to discuss your loan and lines of credit needs

✅ Assess inventory, equipment, and staffing needs

✅ Verify tax payment status or estimated quarterly payments

✅ Review insurance coverage and any upcoming renewals

✅ Check if you’re on pace with annual business goals

 

Not sure where you stand? Connect with your Croghan Commercial Lender for a personalized financial check-in and recommendations tailored to your business.