Free small business operations checklist
Choose your type of business for a checklist of daily checks, weekly and monthly routines, quarterly returns and yearly renewals. Print it or save it as PDF.
Other small business: operations checklist
Tick each item when done. Adapt it to your country's rules and your own obligations.
Weekly
- Reconcile bank accounts and record receipts
- Chase unpaid invoices
- Check that backups ran
- Review the coming week's deadlines and renewals
Monthly
- Close the books and review cash flow
- Run payroll and approve expenses
- Test restoring a file from backup
- Review subscriptions and cancel unused ones
- Check renewals due in the next 60 days
Quarterly
- Sales tax / VAT / GST return where it applies
- Review user access to systems and remove leavers
- Review supplier and customer contracts coming up for renewal
Yearly
- Annual accounts and company filings
- Insurance review before renewal
- Update policies (health and safety, data protection)
- Staff training and certificate renewals
Free checklist from https://saas.diagnostack.cloud/opshub/free-tools/checklist
Turn this checklist into assigned, repeating tasks
In the Operations Hub each item becomes a task with an owner and a due date. When it's done, the next one is scheduled automatically, and overdue work shows up for managers.
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