You're Creeping Up on Midyear- What Should You Be Checking in On?
Midyear might be peak season for weddings, but it’s also the perfect time for a business pulse check. Between back-to-back events and nonstop client emails, it’s easy to push off backend tasks, but ignoring them now can create bigger headaches later.
A quick check-in doesn’t have to be a heavy lift. With a little focus, you can make smart adjustments that keep you on track through the rest of the year.
We asked fellow wedding pros what they’re reviewing midyear. Here’s what’s topping their list!
Your future schedule
If your calendar is filling up for the rest of the year (or even next), now’s the time to think about the support you’ll need. Bringing someone new onto your team isn’t a quick fix; it’s an investment of time and energy.
Kristin Hubbard, CEO of Our DJ Rocks, states, “Recruiting, hiring, and fully training new event team members takes time—usually 3 to 6 months, minimum. So don’t wait until you're overwhelmed. If your calendar is starting to stack up, now’s the time to figure out what kind of support you’ll need and give yourself the runway to bring them on properly. Your future self (and your current mental health) will thank you.”
Midyear is a great checkpoint to assess your workload and spot the gaps. Think ahead and start laying the groundwork now for the team you’ll need in the months to come.
Your workflows
When you’re deep in event season, even the most solid systems can start to show a few bottlenecks. Maybe you're constantly following up with clients who missed emails, or your team’s scrambling to find files that should be easy to locate. Those are signs it’s time for a tune-up.
“Take a good look at your workflows,” reminds Craig Peterman, Owner of Craig Peterman Photography & Videography. “Are clients getting what they need quickly and clearly? Are you (and your team, if you have one) staying sane in the process? Midyear is when cracks in the system start to show, especially during (or after for my fellow Arizona friends) the peak season rush. Fixing even one laggy part of the process can save you serious time and headaches.”
Take a moment to audit your process from inquiry to event day. Are there tasks that could be automated? Communication points that could be clearer? A smoother workflow means fewer fires to put out and more time to focus on what you do best: creating incredible experiences.
Your health
Let’s be honest: wedding season can be tough on your body and mind. When was the last time you took a real day off, without checking your inbox between ceremony and reception?
Kawania Wooten, Principal Consultant at Howerton+Wooten Events and The Enlightened Creative, notes, “We work so hard and we work long hours, and we tend to put off our much-needed wellness appointments. If you didn't take care of it at the beginning of the year, this is a great time to make your appointments with your various doctors, your dentist, your esthetician, and your masseuse.”
Check in with yourself: Are you sleeping? Hydrated? Moving your body in ways that feel good? Protecting your mental and physical health is part of being a successful business owner. You can’t pour from an empty cup!
Your sales goals
Remember those ambitious goals you set in January? Pull them out and take a good look. Midyear is your chance to course-correct if you’re off track or push even harder if you’re ahead.
“At the halfway point through the year, it's time to really evaluate your sales pace,” confirms Shannon Tarrant, Co-Founder of Venue Help Desk. “Are you on track with your sales goals, ahead of pace or lagging behind? When you're not hitting or exceeding your sales goals, this is a great time to dig in to find the hole in the sales funnel.”
Maybe you need to revisit your marketing strategy, or it’s time to raise your rates. Either way, be proud of how far you’ve come, and don’t be afraid to adjust the plan to fit the reality.
Your intentions
Six months in, it’s easy to forget the why behind what you’re doing. Are your day-to-day choices lining up with the intentions you set earlier this year?
Mary Angelini, Owner of Key Moment Films, says, “Revisit the intentions you set at the start of the year. You may have aimed for better work-life balance, stronger client boundaries, or more streamlined workflows. Take an honest inventory of your energy, stress levels, and overall mental bandwidth. It helps you identify whether your systems are holding up under pressure or if something needs to change before you hit peak burnout.”
It’s time to reconnect with the vision you had for your year. If things have shifted, that’s okay, just adjust your intentions accordingly. What matters most is that your business supports the kind of life you actually want.
Your taxes
No one wants to talk taxes during wedding season, but a midyear check-in can save you serious stress (and cash) come year-end. If you’re not already setting money aside for quarterly payments, or if your income has significantly increased, now’s the time to loop in your accountant.
“Wedding season can be a whirlwind, which is exactly why it’s so easy to forget about estimated tax payments in the midyear storm,” explains Natasha Cardinal, Owner & Photographer at The Cardinals. “But skipping them—or underpaying—can lead to penalties or an overwhelming tax bill come April. Use this midyear moment to review what you’ve earned so far and check in with your CPA (or use IRS Form 1040-ES) to ensure you’re on track. A quick recalibration now can save you from a stressful surprise later at the end of the year!”
Doing a little prep now means no numbers-induced headaches later. Future-you will thank you for it, especially when you’re coasting into the off-season instead of scrambling through tax prep.
Remember: be proud of your hard work
In the fast-paced world of weddings, it’s easy to focus only on what’s next. But take a beat to recognize how much you’ve already accomplished this year.
“Don’t let midyear reviews be a guilt trip,” emphasizes Peterman. “They’re a pulse check, not a performance review. You’re allowed to be proud of what’s working and honest about what’s not, without spiraling into burnout mode trying to fix it all overnight. Momentum builds with small, consistent moves.”
You’ve laid a strong foundation, and the effort you’ve put in so far is something to be proud of. Keep going with intention, confidence, and clarity. The second half of the year is full of potential, and you’re more than ready for it!