• The most common retirement account options for small business owners. • How contributions can reduce your tax bill now and build wealth later.
• Questions to ask your tax pro about choosing the right plan for you.
• The key ingredients of a powerful business story. • How to talk about your why, your customers, and your results.
• Where to use story in your marketing, sales, and funding pitches.
• How to estimate the true cost of hiring, including taxes and tools. • How to decide what to delegate first based on your numbers.
• A simple budget template to see if and when you can afford help.
• How to review last year’s numbers to set realistic holiday goals. • Simple promotions and bundles you can plan ahead.
• How to get your operations, inventory, and marketing ready on time.
• Different types of passive or leveraged income for small businesses. • How to choose a new offer that fits your skills and audience.
• First steps to test and launch a simple passive income stream.
• What numbers and reports you should review before December 31. • Last-minute moves that can help lower your tax bill.
• How to get your books and documents organized for tax season.
• Ways to package your expertise into paid offers. • How to choose the right platforms to share your ideas.
• Pricing and positioning tips to get paid what you’re worth.
• The minimum money routines you need weekly and monthly. • How to organize your accounts, tools, and files so nothing falls through the cracks.
• A simple checklist to stay on top of cash flow all year.
• How to follow up with holiday customers without being spammy. • Simple loyalty and referral ideas that keep people coming back.
• How to turn one-time buyers into year-round fans with email and social media.
• How to set realistic revenue, expense, and profit targets for 2027. • How to map out a 12-month calendar of offers and sales goals.
• How to use your profit plan to guide everyday spending decisions.
• The key pieces every small business marketing plan should include. • How to choose the right mix of marketing activities for your budget.
• How to turn your plan into a simple weekly marketing checklist.