• 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.