Owner Money Checklist
Six areas worth a yearly look. Print it. Check the boxes. Note what needs a second look.
This is a working checklist for you, not a roast of your advisor.
Work one section at a time. Mark Done, Needs a look, or Not applicable.
Educational only. Your CPA sets real filing and estimate dates.
After you submit, check your email for the PDF.
Tax calendar
April filing, or September if you’re on extension, plus estimates when income changes.
Behavior when the business is loud
Keep the personal plan funded when the company is noisy.
Full picture
Business equity plus everything else on one page.
Owner life events
Remodel, gift, sale, hire, or exit. Update the money map when life moves.
Simplicity
Fewer accounts and clearer ownership beats complexity you don’t use.
Cash decisions
What leaves the company, what stays, and why.