🧘🏾‍♀️ Reset Sunday: 3 Ways to Organize Your Finances Before Monday

Sunday is your CEO reset day. Before the emails start flying and the to-do list grows legs, take a few hours to organize your money mindset and tighten your finances. When your business finances are in order, your mind follows—and so does your money. Let’s walk through three simple ways to organize your finances before Monday hits.

💼 1. Separate and Simplify

If you’re still mixing personal and business money, stop right there. You need a dedicated business checking account to track every dollar in and out.

Try:

• Relay Financial – Free small business banking

• Lili Bank – Ideal for LLC owners

• QuickBooks Online – Syncs with your bank for clean records

A clean separation helps during tax season, builds lender trust, and gives you clarity about what your business actually earns.

💰 2. Review and Reassign

Pull up your last month of transactions. Ask yourself:

• What expenses helped me grow?

• What’s just noise?

Cancel or downgrade anything you’re not using. Then, assign categories to every

expense—marketing, software, travel, etc.—so you can track where your profits go.

📊 Use our Business Finance Tracker Template

🧾 3. Set Your Weekly Money Goal

Every week should have a financial focus. Whether it’s to save $500, pay off a vendor account, or add a new stream of income—write it down and track it.

Consistency compounds. One organized week leads to a stable quarter—and stable quarters lead to sustainable success.

✨ Reset and Rise

You built your business to create freedom, not chaos. So, pour your coffee, light your candle, open your bank app, and handle your finances like a boss.

Ready to structure your business finances properly?

Book a Strategy Session and let’s design your financial system together.