Your 2026 Wrap-Up & 2027 Plan Workbook

Most owners end the year knowing they were busy — and not much else

This workbook turns one hour in December into a plan you’ll actually use: what this year really did (best month, worst month, what you truly paid yourself), and what next year is for.

The honest questions inside

• Did the business pay you fairly for the hours you gave it?
• Which service made the most profit — not revenue, profit?
• Which clients or jobs would you fire if you could — and what would that free up?
• If you couldn’t work for 30 days, does the business survive?

It ends with commitments, not vibes

Revenue goal, profit goal, the monthly pay you want to take home, one price increase, one expense to cut, one hire or system that buys your time back — plus next year’s tax calendar, pre-committed.

Questions about how this applies to your business? Book a free discovery call — thirty minutes, no cost, no jargon. Or head back to all free resources.