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Quarterly Financial Review: A Shame-Free Starting Point

  • Karolyn & Bryan LaLonde
  • May 9
  • 2 min read

Text reads "It's not about perfection. It's about progress." Icons of calculator, notebook, and bar graph. Logo: The SBS Way. Light green background.

Spring isn’t just for cleaning your closet. It’s a great time to clean up your books, too. As Q2 begins, many small business owners feel like they’re already behind or unsure how Q1 even went. If that’s you, you’re not alone. And you’re definitely not too late to regroup.


At Stillwater Business Solutions, we believe that mid-year check-ins aren’t about judgment. They’re about clarity and choice. The goal isn’t perfection. It’s progress.

Here’s a simple checklist to help you reflect and reset during your quarterly financial review:


Q2 Financial Check-In: A Shame-Free Starting Point

✅ Review your Q1 profit & loss statement. What patterns do you notice?

✅ Revisit your monthly budget—does it reflect what’s actually happening?

✅ Check in on your cash flow. Are you consistently able to pay yourself and your team?

✅ Are there recurring expenses or subscriptions you’re not really using?

✅ Look at your accounts receivable—do you need a better system for getting paid on time?


3 Financial Habits That Actually Help

  1. Monthly Money Dates: Set aside one day a month to review reports, reconcile accounts, and set intentions.

  2. Real-Time Tracking: Use cloud-based tools like QuickBooks Online to see where you stand without waiting.

  3. Phone-a-Friend (aka your bookkeeper): Whether you DIY or delegate, having someone to ask questions saves stress and time.



    If Q1 felt messy, Q2 can still be meaningful.

    Small shifts now can prevent big headaches later. We’re here to help you make them with clarity and confidence.



Stillwater Business Solutions is run by Karolyn and Bryan, a tech-savvy and community-focused team who believe bookkeeping should feel collaborative and empowering—not confusing. Whether you're looking to simplify your systems or get support you can trust, we're here when you're ready. No pressure. Just people-first accounting that fits your business.

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We deliver top-notch, personalized bookkeeping services that take the weight off our clients' shoulders, giving them confidence in their finances and the freedom to focus on what truly matters. As your trusted partner, we’re here to share valuable insights and guidance, empowering you to manage your books with ease—or to handle it all for you, whichever you prefer. Your success is our priority!

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