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Business Revenue Check-Up

What to Keep, Cut, and Double Down On. Small business owners will learn how complete a business revenue check-up by reviewing sales patterns, offers, customers, expenses, and growth opportunities so they can make more focused decisions for the rest of the year.

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Business Revenue Check-Up

The middle of the year is a smart time to look at what is actually driving revenue in your business and where adjustments may be needed. Small business owners will learn how to review sales patterns, offers, customers, expenses, and growth opportunities so they can make more focused decisions for the rest of the year. Whether you are trying to improve profitability, decide where to spend your time, or prepare for a stronger year, this guidance will help you identify what to keep, what to cut, and what to double down on. 

Meet the Business Revenue Experts

April Smith

April Smith is the CEO and Founder of The One Day Co. and creator of the One Day Daily Execution Planner, a 90-day planner born from one of the most demanding seasons of her life. While balancing business school and a full-time corporate career, April discovered the power of breaking big goals into 90-day execution plans—a method that helped her fix and flip a single-family home, invest in a restaurant, purchase a four-unit property, and create the planner all within one year. As a certified Project Management Professional with experience as a Big Four consultant, April transformed the same execution principles used for Fortune 50 companies into a practical system for everyday people. Today, the One Day Daily Execution Planner has helped over 1,000 people move from dreaming to doing, empowering women to build lives that are no longer defined by their 9-to-5, but built one day at a time. 

Stay in touch with April: 

  • Website
  • Instagram: @iam_aprilsmith and @theoneday_official 

Viridiana Ponce

Viridiana Ponce is a Business Consultant and Financial Expert who helps small business owners stop guessing and start making strategic, profit-driven decisions. As the founder of VP Consulting, she has spent 10+ years helping entrepreneurs understand their numbers, secure millions in funding, and build businesses that actually pay them. Known for her direct, practical approach, Viridiana believes in the power of community and financial education to build sustainable, impactful businesses. 

Stay in touch with Viridiana:  

Topics Discussed Include:

  • Why is a mid-year review so beneficial to business owners?
  • How should business owners frame their mindset so they are able to move through disruptions instead of getting stuck in them? 
  • What numbers and metrics should established business owners look at in a revenue review?
  • For a business that’s past the startup phase and making real revenue, what does a mid-year review actually need to cover? 
  • Margin usually matters more than top-line revenue for established businesses. Why should business owners look at profitability by service, product, or client instead of just total sales? 
  • How can a business owner tell if there is a client, service line, or offer that looked good on revenue but was actually costing them time or margin once they broke it down? 
  • How can business owners figure out what only they should be doing versus what needs to be delegated or systematized, so they don’t become a bottleneck in their own business?
  • How can business owners decide between hiring, investing in new equipment, increasing marketing, or holding cash?
  • What does overreliance on one client, one platform, or one revenue stream usually look like, and how urgently should owners be addressing it?

5 Areas to Look at in a Business Check-Up

  • Revenue: Where did the money come from? Which products, services, clients, or channels drive sales?
  • Profitability: Which sales actually make a profit? What is the gross profit margin by revenue stream?
  • Capacity: Where am I overwhelmed? Where am I still the bottleneck?
  • Cash and Cashflow: Is money arriving when I need it? Can I cover expenses, taxes, owner pay, and upcoming investments?
  • Direction: Is this work building the business I actually want?

Checkout Viri’s 100k Profit Blueprint. Please note, this is a view-only file. To edit the file for your own business, save a copy by going to the “File” tab and selecting “Save a Copy.”

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