Business owners often get stuck because they chase tasks without checking where they stand. Numbers feel confusing, so they push bookkeeping aside and hope things sort themselves out.
The AIM Method keeps things simple.
It helps you stay in control without needing accounting knowledge.
AIM stands for:
Assess. Improve. Move.
Use this three-step approach each month to get clear on your business direction.
1. Assess: Know where you stand
This step is about seeing the truth.
Look at key reports:
- Profit and loss
- Bank balances
- Accounts receivable and payable
- Spending categories
Questions to ask:
- Did you bring in more money than you spent?
- Who owes you money?
- Where did most of your spending go?
- Are there patterns in your income?
A few minutes of honest review gives you a full view of your business health.
2. Improve: Take focused action
Small wins build strong habits.
Once you see your numbers, choose one thing to improve.
Examples:
- Follow up on unpaid invoices
- Cut a subscription you no longer use
- Raise prices where needed
- Set money aside for taxes
- Update receipts and records
You don’t need to fix everything at once.
One improvement each month creates real progress.
3. Move: Plan your next steps
Decide what you will do next.
Clear action beats guessing.
Ask yourself:
- What matters most right now?
- Where should you spend your time?
- Which task gets you closer to your goals?
Then set simple targets.
Examples:
- Collect overdue payments this week
- Review spending again next month
- Meet with your bookkeeper quarterly
When you move with intention, you avoid wasted effort.
AIM keeps you grounded.
You see your numbers, take action, and keep moving forward.
No stress. No big learning curve. Just clarity and focus.
If you want help applying the AIM Method and building steady habits, explore Cheryl’s bookkeeping services or connect through the contact page to start gaining control over your business finances.
