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Mid-Year Financial Check-In: The Come-to-Jesus Moment Your Business Needs

Jun 23, 2025

Let’s be real for a second. You’re halfway through the year.

And you’ve either been crushing it, coasting… or clinging to dear life on the back of a flaming dumpster truck labeled “Q1 optimism.”

Wherever you land, now is NOT the time to play ostrich and bury your head in the sand. It’s time for a no-BS, take-your-financial-temperature moment: your mid-year financial check-in.

Whether you’re a scrappy solopreneur, a growing agency, or somewhere in between, this is your opportunity to stop, check under the hood, and make sure the wheels don’t fly off in Q3.

Let’s break this down like a tax-deductible expense…

 

1. Revisit Your Financial Goals: Still Realistic or Pure Delusion?

Remember those goals you set back in January? The ones that sounded hella inspiring while you were sipping champagne and lying to yourself about “work-life balance”?

Yeah. Those.

Pull 'em out.

Are you anywhere close? Did you overshoot? Undershoot? Completely forget they existed? Be honest.

Mid-year is th...

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How to Finish 2024 Strong and Set Achievable Goals for 2025  

Dec 16, 2024

 

Ah, the end of the year. That magical time when the calendar reminds you of everything you said you'd accomplish but didn’t (we’ve all been there). But don’t panic. December isn’t just about panicked holiday shopping and year-end tax prep; it’s also the perfect time to reflect, regroup, and set *realistic* business goals for the year ahead.  

2025 is knocking on your door, and it’s bringing a fresh 365-day opportunity to level up your business. Whether you crushed 2024 or just survived it, now’s the time to map out what comes next. But here’s the kicker: the key to success isn’t about dreaming big; it’s about planning smart and sticking to the plan. Let’s get to it.

Reflect Before You Project: Wrapping Up 2024  

Before you even think about setting goals for 2025, you need to face the good, the bad, and the "WTF was I thinking" moments of 2024. Ask yourself:  

  • What worked?  
  • What flopped harder than a bad sales pitch?  
  • Where did you crush it?  
  • Where did you completely drop...
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