Small Business Year-End Review & 2027 Plan | Workbook + Spreadsheet

Most owners finish the year exhausted and start January with the same plan as last year. Two 90-minute sessions with this workbook give you a clear picture of what actually made money, what wasted time, and what to change - and a plan small enough to follow.

What's included

• 17-page printable workbook (A4 + US Letter)
• Look back: numbers, wins, what didn't work, products & services (keep / grow / fix / drop), marketing channels, customers, operations & time, money & energy, outside view
• Plan: 2027 vision, three goals, quarter-by-quarter plan, first 30 days, year-end admin checklist
• Year-End-Review-Numbers.xlsx: last year vs this year by month, profit, margin, average order value, YoY change, best/weakest month, revenue per hour per product, 2027 targets spread by seasonality

Who it's for

• Solo founders and small business owners
• Freelancers closing out the year
• Teams planning goals for 2027

Good to know

• Spreadsheet works in Microsoft Excel, Google Sheets (File > Import) and LibreOffice Calc. All formulas were recalculated and checked before release.
• Works for shops, makers, freelancers and service businesses.
• Prints well in colour or black and white.
• A planning tool, not accounting or tax advice.
• Original content and design. No licensed characters or brands.

Format

Instant digital download: one ZIP file with PDF, XLSX files. You also get the download link by email.

Personal-use licence. Instant download after checkout.