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Ep. 157 – Getting Your Business Summer Ready!

Is your business ready for summer? In this episode of the Your Money, Your Life podcast, Aimee shares practical tips to prepare your business, life, and finances for the summer season. From weekly check-ins to focusing on needle movers and creating systems, learn how to maximize fun and productivity during the summer months. Plus, discover how to reevaluate your budget categories to align with your summer intentions. Let’s do this!

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Resources – Getting Your Business Summer Ready!

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Podcast Key Points

0:00 – Episode Overview
1:39 – Summer Proofing Your Business
2:41 – Weekly Check Ins
4:18 – Needle Movers
6:18 – Systems To Simplify
9:11 – Reevaluating Categories Within Your Budget

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Getting Your Business Summer Ready!

*Note: This is a transcription of the podcast using an AI tool, please forgive any typos or incorrect verbiage.

Preparing for Summer

Let’s get your business, your life, and your finances ready for summer. Summer is like basically here, and we kind of have responsibilities change over the summer. I don’t know about you, but even since I prepared for this episode, I’ve had some pretty major things come up. So how can you prepare your business, your life, your finances for summer? That’s what we’re going to talk about today. And of course, you know, we’ll give you the action steps. We’ll make sure that you’re ready to go and let’s get to it.


This is the Your Money Your Life podcast. I’m your host, Aimee Cerka, a Money Confidence Coach for female entrepreneurs on the path to six figures. After over 10 years in the personal finance industry and multiple personal financial and medical crises, I was fed up with the lions that are being shouted from the rooftops by the Gurus and the media. I help you simplify, solidify, and scale your money. By blending tactile money strategies with mindset work, you can create unstoppable finances. Together, you’ll finally figure out the money thing so you can make more money in less time without living off of beans and rice, or sacrificing your lifestyle.

Keeping It Short and Simple

Episodes here on the podcast are short and sweet. Being married, having four kids at home, homeschooling, being the CEO, running the household, I’m kind of busy. And I know you are too. So let’s keep it simple and get to the point. Welcome. I’m so glad you’re here. Welcome back to the Your Money, Your Life podcast. I’m your host, Aimee Cerka. We are talking today about getting your business, your finances, really your life ready for summer.

Why Money Matters In Your Business

When it comes to your money specifically, because you’re running a business to make money, yeah, right? Okay, on the same page. This is the reason why you started your business. You might have a heart for helping people, and most entrepreneurs do. But at the end of the day, you’re not running a nonprofit. You are here to make money. And there’s changes that we want to make, things that we want to be able to do within our business, our life when it comes to our money. Because you want to be able to have fun during the summer, your responsibilities change, obligations change, things that you have to take care of. And you just want to be able to have more fun, right? Like yeah, with me?

Weekly Check-Ins

So here I’ve got 1, 2, 3, 4 different things that I want to make sure that I cover today, as I don’t know, maybe like a peek behind the scenes on what I’m doing to make sure my business, my life, my money is summer ready to be able to maximize fun. Okay, and the first thing is, weekly check-ins, having that time to check in with your business, your finances, those two things, we’re having that time designated to check in. Because this is where this is key with your money, your weekly check-in, make sure that things are up to date. And whenever I do my weekly check-in, I make sure the bills are scheduled to pay whatever it might be, for the next two weeks, that way things are taken care of, I don’t have to worry about it. So we’re staying ahead of the schedule. Again, if things come up, you’re not pinned. And I also don’t have to worry about it during the week, because I know things are taken care of.

So weekly check-in, you know, checking in, making sure of course, the bills are paid, money is where it’s supposed to be at, you know what your expenses are, categorizing income, all those things within your weekly check-in with your money. I do the same thing within my business. And this probably will be the next point. Give you a little bit of clarity here.

But I have the things that I know that I need to check in with that I need to see, the numbers that I’m keeping track of, making sure that things are in the right spot and done. Emails are ready, podcasts are prepped, clients like the client inbox, my inbox, those things, having the checklist of what I need to do weekly check-in. Some of those we’re doing more frequently than weekly. We’ll get to that with the third point. But making sure that you know like what those things are actually have to be done.

Focusing On Needle Movers

We’ll just start to get to the second one. Focusing more on the needle movers. We talk about this a lot inside Cash Flow Unlocked, the workshop that I host. I haven’t decided, we might make that a paid workshop. You want to check it out, you can go to But that’s where we discuss the three simple keys you need to unlock your cash flow. And one of those is focusing on the needle movers. We don’t need to be doing all the things in your business, especially when it’s summertime and you want to be able to have more fun, right? So what are the things that are actually moving the needle forward? What are the things that are doing that you’re actually seeing results? So how did you get your last five clients? What were the steps? How did they get to know you? What made them ready to buy?

If it’s not Instagram reels, which for a lot of us is not, that’s a nurture piece, part of my system. But it’s not a growth strategy. And I know it’s most often not how people make decisions. So I still do those. I do less, because it’s not as important. But it’s fun, right? The things that I know are the needle movers are this podcast here. This takes a priority. Emailing my list, contributing and participating in different bundles, doing other collaborations, speaking in summits, guesting in communities, those things are the things that move the needle forward in my business, and do what we need to do. And of course, you know, delivering on client material, all those things will be a needle mover as well. So what are the things that are actually getting you results?

If you could scale it down, simplify things, you know, I love to simplify. What are the things that are actually getting you results right now? And do more of those, less of the stuff that’s not getting us anywhere. And we have to be able to really tune into ourselves to be able to do that. So it’s going to take practice. And if you don’t know where your last five clients came from, that is a really powerful exercise to go evaluate.

Relying On Systems

Alright, doing a weekly check-in, knowing what your needle movers are, and focusing on that. The third thing that I really lean on is systems because I love a good system. It takes less of my time, less of my brain capacity, right? You have a lot going on. Even right before I hit record here, there was something that I was like, oh, okay, that needs to be updated. And I went and put it in the system. Because if I didn’t, I’m going to forget by the time that I hit record. I know it was that I need to go update a date on a landing page. What were the time done with this, I’m going to forget. And then we’re going to waste more time. I’m trying to remember what the heck the thing was. And then things fall through the cracks.

Having systems like your daily Money Minute, we did an episode on that recently, I’ll link to that in the show notes below, we want to check out that episode, because your daily Money Minute really helps with your relationship with money and staying on top of the money things.

Other systems that I love, we should do a Productivity series. Again, I think that will probably be helpful because there’s so much. It’s not just about being productive, it’s about having the system that helps you be productive, which again, saving the brain space. And it doesn’t matter how you prefer to have things set up, these systems are like principles. And how you apply them varies on how you prefer, you know, pen and paper, Android, iPhone, whatever, all those things, doesn’t matter. The principles are still the same of the systems that we need to have these things in place and relying on not relying on us.

Other things that I lean on would be like my funnel, my email funnel, making sure that people are given opportunities to make purchases from me, to receive value from me, all of those things are set up. We also have systems in place with social media, you know, there’s things they’re in place for you to grab additional resources that like, Hey, if you’re ready for more, it’s right there for you already ready to go? You’re not waiting on me. And then I can show up and answer questions. Do those things, respond to people who have taken the cash flow calculator and they want my feedback on it? All of those things are really the things that matter. Again, the needle movers and the things that actually take my time.

That’s what the systems do. So what can you systematize? Is that getting cut from your kids? Is that having a VA? Whatever it might be, maybe you can barter with somebody as well. I know I’ve done that before when things were like, okay, hey, I really need this. But this is not my zone of genius. So that might be another option for you. What systems can you lean on? What systems can you create? What systems can you start to implement? Because the idea of creating a system can be a little overwhelming. But if you start to implement it just one step at a time, it’s going to get a little easier, and then you have more fun for this summer.

Reevaluating Your Budget

Okay, fourth thing, let’s talk specifically about your budget. Reevaluating what some of your categories might be. Because maybe you don’t have as many school responsibilities, maybe your kids are not in as many extracurriculars. Or maybe your categories change because you’re eating out more because you’re spending more time by the pool. And you don’t want to cook dinner, right? This is a good time to take a look at your percentages and categories. Where are you shifting focus? And what is your intention for the summer with your money? Are you looking to grow? What are you looking to scale back on? You know, like, there’s not a right or wrong here. This is what’s right for you, which is how we operate with everything.

So we need to look at those categories and know like, okay, what is my intention here with these percentages? Is it like I know, one of the things that we did this past weekend, we’re like, okay, we have like our eating out budget, we really do try and stick to that. But I wanted to make sure that we are including the fun money, because like I want to be able to take my kids to get ice cream, right? Those types of things. So the categories that are shifting, what does that look like? And making sure that you know what your plan is with that. So you can be intentional with it.


So that’s what I’m doing to get my business, my life, my finances summer ready. We’re focusing on weekly check-ins, knowing our needle movers, relying on systems, and reevaluating budget categories. This way, we can make the most informed choices with our money and have more fun this summer. If you have any questions, feel free to send me a message on Instagram. I’m @aimeecerka. Let me know if a Productivity series would be helpful. We’ll see you next time. Bye for now.

Cash Flow Calculator

Are you tired of not seeing consistent cash flow? What if you could stop wasting countless hours working on the wrong things only to leave yourself more frustrated? My Cash Flow Calculator might be perfect for you. This assessment-style calculator reveals your blind spots and what you’re missing so that you can finally see consistent cash flow month after month. It’s only going to take you 90 seconds, and you won’t need to know any of your numbers to actually do this. Simply go to to access it. The link is in the show notes.

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Aimee Cerka
Aimee Cerka

The Money Confidence Coach - She helps motivated women, like you create the happiness, family life, financial security, and long-term wealth they deserve. Create unstoppable finances so that when the next curveball is thrown your way... You're prepared. Click Here to Learn More

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