Have You Done Your Mid-Year Maintenance as a Small Biz Owner?
With 2025 already halfway over, there is no better time to do mid-year maintenance (albeit slightly over half a year) as a small business owner. At VVITCH we like to use our slower summer months to handle business maintenance and upkeep – consider it a mini-makeover.
Mid-Year Maintenance is a great way to check in on every area of your business and ensure you’re still on track with the goals you set at the beginning of the year. We have 8 key areas we focus on at VVITCH that we recommend to all of our small business clients and friends who run their own businesses – we’re bringing you into the fold by sharing them below.
Mid-Year Maintenance Checklist
1. Legal
Whether you are a service-based business or offer products for sale, you should check your contracts. Make sure that your contracts are in order. If you’ve been editing them throughout the year to make them work for you, you should definitely consult a legal professional and make sure that your contracts are compliant. Trust us, you’ll have a greater sense of ease knowing your business is legally protecting itself and/or your customers correctly.
2. Bookkeeping
If you handle your own bookkeeping or have a hired professional for this important business task, now is an excellent time to make sure your books are reconciled and that there are no outstanding transactions in your bookkeeping software. If you don’t use bookkeeping software as a do-it-yourself business owner, now is the time!
3. Financials
Uncle Sam comes for us all in the US, and as a small business owner you need to be prepared. Whether you handle your taxes and financials on a quarterly basis, at the half year mark, or not, this very moment is no better time to audit the first half of the year and make sure your pricing structure works for you. This means you should find areas where you’re underselling your services or products, and also determine what service or products are not performing well and are cutting into your overall operation costs.
4. Web
Your website as a small business owner is such a powerful marketing tool and way for your customers to learn more about what you offer. You should take this time to make sure your privacy policy as well as terms and conditions are on your site. If not, we recommend using Termsfeed.com for this step.
Other areas to focus your mid-year maintenance are SEO and analytics to check for broken links and more, your site banner images and whether they are aligned for the time of year, service or product(s) you provide, and staying up-to-date on accessibility standards. Feeling unsure what the latest standards are? Check the Web Content Accessibility Guidelines.
5. Branding
Branding goes beyond your unique selling proposition and how your visual branding looks to your customer base. If you use social media templates, you should adjust them as needed based on the type of content you’ve been posting for your business’ services or products.
Additionally, you need to make sure your branding is consistent across social media, email marketing, website, and any other digital (or print) placements for your business. Need help with this step? Reach out to our team!
6. Content
Your brand’s content isn’t a set it and forget it! Take this time to analyze social media, email marketing, and blog analytics to determine if you need to adjust the types of content that you’re publishing on digital platforms. This is also a good time to schedule content out for those months when you know you’ll be busier, like the holiday season if your business has an uptick during that period – this includes queuing up blog posts, social media posts, and scheduling email newsletters.
Lastly, you’ll want to do this regularly but now would be ideal to assess any email nurture sequences you have set up. Never got around to those? It’s OK, reach out to our team to learn more about our digital marketing services.
7. Network
Come up for air super busy small biz owners! Summer/fall is a great time to network or catch up with industry friends in your area and in digital spaces. These can also be opportunities for you to get some great content depending on the type of business services or products you sell.
8. Rest
This one should be a no-brainer but we’ve all been there as small biz owners pushing ourselves to succeed in our businesses! No matter what, you must make sure you have scheduled time to rest, recover, and enjoy the summer/fall. Book yourself a spa day, take a weekend or week-long break with loved ones to a staycation, or carve out time to do an activity you love doing that isn’t tied to your work and business.
We hope that our recommendations find you at the right time in your journey as a small business owner. This Mid-Year Maintenance Checklist can be adapted to your bandwidth and needs based on you-knowing how busy your business can get annually.
The most important thing is that you set a commitment to do this maintenance at a reasonable regular cadence that helps your business continue to excel and grow!
Need help? Hire us!
Our team will research solutions for you, develop a set of functional requirements, bring our best and brightest designer onboard to develop mockups, and much more. You don’t have to be the business owner, marketer, accountant, and developer all at once when you work with us.
We’ll also have our SEO team optimize your site’s metadata and our project manager always helps our website design and build clients with very clear video instructions on how to make updates and edits on your own once your project is complete. At VVITCH we absolutely hate gatekeeping.
Ready to see how we can work magic over your website design and build?
Meet the Authors
Jen Siomacco - Founder and UX Designer
Jen has worked in technology, marketing, education, and publishing since graduating with an architecture degree from the University of Virginia in Charlottesville. While working as a user experience (UX) designer and product manager in the corporate world, Jen traveled the world conducting user research and interviewing customers to ensure their company’s products and services were well-designed, accessible, and a delight to use.
Brittinee Phillips - Copywriter
Brittinee has worked in marketing for a little over ten years. She has a passion and talent for storytelling. Brittinee's philosophy is that storytelling is the most integral part of the consumer and product experience, which is why she makes it a focal point in her approach to product and brand messaging.
What to Read Next
