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Isolation? Make good use of today

Self-isolating? โœ…

Conference or holiday cancelled?

Stay home โœ… and spend time proactively working on your financial position.

Here are some ideas to get started.


๐ŸŽฏ Get your 2020 YTD tax docs organised (or 2019!)

๐ŸŽฏ Action the estate planning you have been putting off

๐ŸŽฏ Review and compare the rates on your mortgages

๐ŸŽฏ Check your insurance cover & email your broker

๐ŸŽฏ Review your cash inflows and outflows for the last four weeks


๐ŸŽฏ Email or Zoom your accountant and ask "what is the one thing I can do right now to improve my business?"

๐ŸŽฏ Review your commitments, e.g. do you need all those online subscriptions that add up each month?

๐ŸŽฏ Project your cash flow over the coming months, if you don't know how again ask your accountant

๐ŸŽฏ Contact your customers and team and ask for feedback

๐ŸŽฏ Refresh your business plan, including risks and opportunities for the year ahead.

Finally, BE CREATIVE - what is that one finance or business task you never get time to action.

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