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Financial Planning Routine for Architects

A robust weekly checklist for architects to reconcile billable hours, track project budget caps, and manage firm overhead without losing creative momentum.

45 min routine9 steps
1

Reconcile total billable hours logged this week against project budget caps to identify potential overages immediately.

Repeats: weekly
2

Audit pending client invoices and send follow-ups for any accounts receivable past 30 days.

Repeats: weekly
3

Review overhead costs in the Weeklies Checklist (CAD/BIM licenses, printing) and flag unused subscriptions for cancellation.

Repeats: weekly

+6 more steps inside

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