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Finances feel a bit messy? Do this 30 minute reset instead

If your finances feel a bit messy going into 2026, don’t wait for “when I’ve got time”. You won’t magically find it.

Do this 30minute reset instead… it’s simple, it works, and it stops the “I’ll deal with it later” spiral. If you want 2026 to feel more in control financially, this is where it starts not with a complicated spreadsheet.

Step 1: The Separation

If you’re mixing personal + business spending, your bookkeeping will always feel harder than it needs to.

At minimum: separate bank account + separate card.

5 mins

Step 2: Create a “tax pot”

Move a percentage of every sale into a separate pot/account.

Not a guess, a habit. (If you don’t know what % is right for you, we can help you set one.)

5 mins

Step 3: Receipt consistency

Pick ONE method. Phone app, folder, inbox label, doesn’t matter.

What matters is consistency.

5 mins

Step 4: Money Checks

Schedule a 10 minute money check for every week, same day:

– What came in?
– What went out?
– What’s due next?

10 mins

Step 5: Your “nonnegotiables”

They might be the boring basics, but deciding your “nonnegotiables” will keep you safe:

– Invoices raised weekly
– Expenses logged weekly
– Bank reconciled monthly

5 mins

For more information on how we can help you, get in touch.

info@kcaccountancyservices.co.uk
01691 674792

[testimonial author]
[testimonial author]

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Ready to feel more in control of your finances?

Book a free, no-obligation discovery call today and find out how we can help.

Get in touch

Tel. 01691 674792
Email. info@kcaccountancyservices.co.uk

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