7 Things To Consider In A Business Audit

Part of what makes coaching powerful is the energy we spend on reflection as a source for action.

By looking back on what has or hasn’t worked and the impact it has on ourselves and our businesses, we do two things:


1) We begin to frame our experiences through a learning lens, because there’s always something to learn. This is a great tool against shame and regret because no experience is good or bad; it just is.


2) We find a wonderful opportunity to see how far we’ve come and what we’ve built on along the way. We give ourselves the credit for our personal and professional growth.


It’s for this reason that I always encourage my clients to regularly audit their businesses and highly recommend you do the same!


So, where do we start when it comes to auditing your business?


Consider the following questions. Grab a piece of paper, a pen, and let’s get started!

  1. How fulfilling was my work this year?

  2. What made it fulfilling? Was it your clients, earning income, dialing down processes, something else?

  3. What made it unfulfilling? Were there bad fit clients, stress of following up on invoices, other issues?

  4. Where did I get most of my work from? What patterns do I notice? What improvements or changes can I make for next year?

  5. What systems and processes can I automate, improve, or update to make my life easier?

  6. What did I make this year? How do I feel about that income? What does that income create for me?

  7. What am I most proud of? Why?


To ensure you bring this forward with you, ask yourself this:
What commitments can I make to myself so that I continue to grow in the areas where I'm not yet satisfied?


If you’re looking for facilitated exercises to dive really deep into your past year and to build out your strategy for 2023, check out my upcoming virtual workshops and events!




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