Small Business Simplified · 2026-06-03 · 23 min
We are at the tail end of Q2 and that means you have five months of real business data behind you and seven months left in the year to work with. This is the perfect moment to stop, look at the scoreboard honestly, and make one smart adjustment before summer arrives. In this episode of Small Business Simplified, Karin Velez guides you through a 30-minute mid-year check-in built around five simple questions: What came in? What went out? What made the most money? What cost the most time? And what’s the one thing to do differently next quarter? She walks you through the four numbers you need to pull, the benchmarks to compare them against, and exactly what to do with what you find, whether you’re ahead of target, behind it, or somewhere in the middle. Pull up a seat at the table and let’s get into it. Quick Notes • The Four Numbers: Total revenue / Total expenses / Annual target / Revenue-to-date percentage • The Five Questions: What came in? / What went out? / What made the most money? / What cost the most time? / What’s the one thing to do differently? • Quick Benchmark: At 4 months in, a consistent business should be near 33% of its annual revenue target. References 1. U.S.
