Summer Systems

Summer can be a busy season for some and a slower stretch for others—but either way, it often brings disruptions to routine. Between vacations, shifting schedules, and changing client needs, it’s easy for administrative tasks like bookkeeping, billing, and planning to fall behind. That’s where systems come in.

Putting a few simple systems in place can help your business stay organized and reduce stress—whether you’re working reduced hours or just trying to keep things steady.

1. Automate Recurring Tasks

Set up automations in your accounting software to handle repetitive processes:

• Recurring invoices for regular clients

• Bank rules for categorizing common expenses

• Scheduled payment reminders to follow up on unpaid invoices

Even small automations can free up time and keep your cash flow steady.

2. Use a Cloud-Based Document Hub

If you haven’t already, move your receipts, reports, and tax documents into a shared cloud folder (like Google Drive or Dropbox). Organize by year and month so everything is easy to find—even if you’re checking in from the road.

3. Block Time for Bookkeeping

Instead of waiting until the end of the month (or summer), schedule a recurring 30–60 minute block each week to:

• Reconcile transactions

• Categorize expenses

• Review your cash flow and outstanding invoices

Putting it on your calendar makes it more likely to happen—even during a busy week.

4. Create a Simple SOP (Standard Operating Procedure)

Document a few key workflows: how you onboard clients, send invoices, or close out each month. It doesn’t have to be fancy—a simple checklist is enough. This helps if you step away or delegate during the summer months.

5. Check In on Your Financial Goals

Halfway through the year is a great time to review your goals. Are you on track with revenue? Are expenses creeping up? Use this season to reflect, adjust your budget, or set a fresh goal for fall.

Summer doesn’t have to mean chaos or catch-up. With a few intentional systems in place, you can keep your business running smoothly—and even enjoy a little extra breathing room.