Let’s be honest for a second.
If your business finances feel like a hot mess right now… you’re not the only one.
Maybe you haven’t categorized a single transaction this year.
Maybe tax season snuck up on you (again).
Maybe you’re not even sure what’s coming in or going out, and you’ve kind of been avoiding it because it just feels like too much.
I see you. I’ve been you.
And I want you to hear this loud and clear:
It’s not too late. And you’re not doing it wrong.. you just need a reset.
So if you’re behind, overwhelmed, or just don’t even know where to begin, here’s a simple three-step triage approach to get you back on track.
What to Do If You’re Behind on Your Business Finances

Step 1: Stop Avoiding It (I say this with love)
I know it feels easier to close the laptop, look away, or tell yourself you’ll figure it out later. But the longer you avoid your numbers, the scarier they feel. Not necessarily because they’re bad—but because they’re unknown.
So take a breath. Pour the coffee. Light the candle. And open your bank account.
You can’t fix what you’re not looking at—and I promise, it’s almost never as bad as your brain makes it out to be.
Step 2: Do a Financial Pulse Check
Before you try to fix everything, just get a lay of the land. Think of this as your “financial snapshot.” You don’t need fancy software—just grab a notebook or spreadsheet and jot down:
- What’s currently in your business account(s)
- What bills or subscriptions are coming up
- Any income you’re expecting in the next few weeks
- What’s overdue (if anything)
This isn’t about solving it all right now. It’s just about seeing the whole picture so you can start making informed decisions instead of panicked ones.
Step 3: Pick ONE Thing to Get Current On
I know when you’re behind, it can feel like you need to fix everything all at once. But that kind of pressure leads to burnout, not progress.
So instead, ask yourself:
What’s the next right thing?
Maybe it’s updating your bookkeeping.
Or setting aside money for your next tax payment.
Maybe your finally create a simple budget that reflects your actual goals.
Start small, stay consistent, and give yourself credit for every step forward.
Ready for a Full Financial Reset?
If this post has you nodding along and thinking, “Okay… I really need a better system,” I’ve got you.
Inside Business Finance Foundations, I teach creative entrepreneurs how to clean up the mess, organize your money, and finally feel confident managing your business finances.
You’ll learn how to:
• Create a simple, sustainable budget
• Set up purpose-driven bank accounts
• Track income and expenses without the overwhelm
• Pay yourself (for real!)
• Plan ahead for taxes, slow seasons, and big dreams
The best part? You can jump in today for just $97 with the payment plan!
👉 Click here to learn more and enroll
Because you deserve more than just winging it. You deserve a financial system that supports your creativity, your peace of mind, and your big-picture goals.
You’ve got this. And if you’re behind? That just means your comeback is about to begin!
You May Also Enjoy:
How Paying Off $70k Helped Me Launch My Dream Career
add a comment
+ COMMENTS