How to Conduct a Mid-Year Audit

Ok, so let’s face it - July is really when you should do this but most of us (or at least me) were focused on going to the pool and taking some time off. So now that the kids are back on a routine (well almost), I thought it would be a great time to pull back the cover on your business and figure out what is working and what is not so that you can have a solid plan going forward. 

Why do a mid-year audit in your business anyway?

The truth of the matter is when you are an entrepreneur you can literally work non-stop. But honestly, who wants that kind of schedule? I have been focusing on very intentional work and then doing “audits” of my time and my results so I can continue to improve. 

Most people are going to skip this step. So if you are curious about how to scale your business, where your time is going, what is working, what is not, and how to create more time freedom, doing an audit is a really great first step. And the best part is, it doesn’t take very long. 


I recommend doing some sort of audit of your business once per quarter (which hint, hint the process is mapped out in our planner), but a bigger, sort of deeper dive into your business, schedule, and even personal life 2x/year. 

Let's get to it!

How To Do an Audit in your Business:

STEP ONE: assess the current situation. Note that this is NOT just about business. And actually, most of these questions apply to ALL areas of your life. I say this because I am a HUGE believer that if everything works together (family, faith, beliefs, your 9-5, your business, your health, etc.), then you are going to get better results and not just business results. 

Do you love these tips? Take the Productivity Personality Quiz to get a Netflix-style binge-worthy resource list to help you find your focus and is customized to you! Take the quiz here. 

So here we go. You might want to grab a pen and paper to write these down. (Or better yet, jump in the FB community this week where we are sharing the process!) 

  1.  What were my goals at the beginning of the year?
  2. Has anything changed?
  3. What are you doing lately?
  4. Do you enjoy it?
  5. Can youkeep up the current pace?
  6. Does anything need to change?
  7. What is something you are sick of saying over and over? Can you stop doing it?
  8. What is something you want to create or achieve before the end of the year?
  9. How can you make it happen?

STEP TWO in the audit is digging a little deeper. Life is about moving on, accepting changes, and looking forward to what makes you stronger and complete.

Fill in the blank.

This year one of the best decisions I have made is...

Fill in the blank.

This year one of the biggest lessons learned is...

Fill in the blank.

One way I can challenge myself and grow in the next 6 months is...

It’s a pretty good assessment, right? And the cool part about this exercise is it is really going to open your mind up to the right things to focus on. 

I can’t wait to hear your results. Jump in the community and share or send me a DM! 

Looking for more on this topic and for 10 more questions to dive deeper into your business (and life)? Check out the Strategy Lab in the Crush the Rush Club! 


Are you bursting with ideas and wondering how the heck you are going to find time to make it happen?

Imagine your time management fairy god-mother coming in to wave her magic wand and show you a better way! And actually, see results. We combine productivity best practices, business strategy, and community support to help you get to the next level without burnout.


50% Complete

I run a very full-time business on a super part-time schedule. And this is how! I packed so much into this FREE guide, I made an entire course out of it!