You're Two Months Into the Financial Year and Probably Haven't Looked at a Single Number Yet

03/09/2026 05:01 PM
You're Two Months Into the Financial Year and Probably Haven't Looked at a Single Number Yet

You're Two Months Into the Financial Year and Probably Haven't Looked at a Single Number Yet

It's September. The new financial year started back in July, budgets were set, targets were agreed, and since then — for most businesses — nobody's actually gone back to check whether any of it is tracking to plan. The daily operations take over, and "we'll review it properly at the end of the quarter" quietly becomes "we'll review it whenever."

Why the First Two Months Matter More Than They Feel Like They Do

A small gap between plan and reality in July and August is cheap and easy to correct. The same gap left unchecked until December is a much bigger, more expensive problem — not because the issue got worse on its own, but because ten more months of decisions got made on top of an assumption nobody verified.

What's Worth Checking Right Now

Is revenue tracking to the plan set in June, or has something shifted that nobody's actually factored back into forecasts yet?





Is revenue tracking to the plan set in June, or has something shifted that nobody's actually factored back into forecasts yet?

Are costs behaving as expected, or has anything crept up — supplier pricing, staffing costs, overhead — since the budget was set?





Are costs behaving as expected, or has anything crept up — supplier pricing, staffing costs, overhead — since the budget was set?

Are this year's PAYG instalments and BAS obligations based on current reality, or still running off last year's figures by default?




Are this year's PAYG instalments and BAS obligations based on current reality, or still running off last year's figures by default?

Has anything changed operationally — a client won or lost, a new hire, a pricing change — that should already be reflected in your forecast but probably isn't?




Has anything changed operationally — a client won or lost, a new hire, a pricing change — that should already be reflected in your forecast but probably isn't?

The Fix Takes an Hour, Not a Quarter

This isn't a call for a major financial review. It's a call for a genuinely quick gut-check: pull up your actual numbers for July and August, compare them honestly against what you assumed back in June, and adjust anything that's clearly off before three more months pass on the same outdated assumption.


RBizz can run a quick mid-quarter check against your financial year plan, so small gaps get caught in September, not discovered in December. Get in touch for a straightforward review of where you actually stand.


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RBizz Team