The 4-Part Money Check-In I Do Every Friday

Let me tell you a secret: your financial glow-up doesn’t happen once a year when tax season hits. It happens every week. And for me? Fridays are sacred. Not just for Pinot and pizza—but for a 4-part money check-in that keeps me grounded, goal-driven, and (most importantly) profitable.

Whether you're running a growing startup or side-hustling your way to six figures, this ritual is your new CFO-approved routine. Because let’s face it: if you’re not looking at your numbers, you’re not leading your business—you’re guessing.

Here’s what I do every single Friday, and why I swear by it. You can steal it. In fact, I want you to.

1. Revenue Reality Check

First things first: I look at what came in this week. Revenue, payments, invoices, new leads. Even if it's a slow week, I check it.

Why? Because when you're clear on cash flow, you move with confidence. You're no longer guessing if you can afford that ad campaign or hire a new team member. You know.

Bonus move: I compare this week to the last three. Am I trending up? Plateauing? Need to chase overdue invoices? (Pro tip: use Xero or Rounded to track it easily.)

This habit alone has helped so many of our OhCFO clients go from frazzled to funded. Especially our virtual CFO for women entrepreneurs clients who need clarity without the jargon.

2. Expense Eye-Opener

Next up: I track what left my accounts.

Subscriptions, tools, wages, coffee runs... yep, I count the cheeky oat latte too. I open my business bank account, scroll through the transactions, and flag anything that seems off.

The goal isn’t guilt. It’s awareness. This is about being a conscious CEO. When you know where your money’s going, you can plug the leaks and scale smarter.

Looking for business support for women entrepreneurs to help rein in the spending? Our virtual CFO services do just that—without judgement.

3. Profit Pulse Check

Revenue is vanity. Profit is sanity. Every Friday, I check in on the week's profit margin. Did I actually make money, or did I just move money?

Even if it's a guestimate (don’t worry, you don’t need to be an accountant), you need to know the difference between cash and profit. It changes the game.

I also look ahead: any big costs coming up? Do I need to shuffle anything between accounts? Is there enough for tax, savings, paying myself?

Want a tool to do this for you? Get our free Scale Smart Checklist — it's basically a mini virtual CFO in your inbox.

4. CEO Intention-Setting

And finally—this is the juicy bit—I ask myself three things:

• What went well this week?

• What do I need to fix, review, or decide next week?

• What do I want more of next month?

This check-in isn't just about dollars. It's about direction. It’s where your numbers and your vision meet.

For our clients, this is where we bring in the mentoring magic. Because the numbers tell a story—but your values write the next chapter. If you want business mentoring that's equal parts strategy and soul, that’s exactly what we do at OhCFO.

Final Thoughts

You don’t need a finance degree to feel in control of your business finances. You just need 30 minutes and a process that works.

Try this 4-part Friday Money Check-In for a month. You’ll be amazed at what shifts when you put your numbers on speed dial.

And if you’re ready to hand over the spreadsheets and step fully into your CEO role, you already know where to find us: www.ohcfo.com

Because business gets a whole lot easier when you’ve got a virtual CFO for female founders in your corner.