Business Planning Workshop.
Map out your biggest profit year yet in 2027
GOLD COAST | Thursday 12 November 2026 from 9am-4pm
BRISBANE | Wednesday 18 November 2026 from 9am-4pm
BOOK YOUR SPOT
Is your business ready for 2027?
For a lot of business owners, the honest answer is no.
You’re working harder than ever, but it’s hard to tell if the growth is building profit or just more to manage. Sales are up and the team keeps growing, yet the bank balance doesn’t always show it.
Part of the problem is time. Your days are full of clients and constant decisions, so planning slips to the bottom of the list. You’ll sit down and map it out once things settle. But things never settle, and the new year arrives with the same old approach.
This workshop changes that.
Imagine heading into the new year knowing exactly what your profit will look like month-by-month, and feeling confident every decision is moving you closer to your goals.
This is a practical and hands-on workshop, with time built in to do the work.
You’ll get a full day away from the business to plan properly, with expert guidance to keep you on track.
FROM GOALS TO A FINISHED PLAN
How the day works.
The day is built around four simple steps.
Each step builds on the last. You’ll leave with goals and a financial plan that align, plus a simple way to stay on track well into 2027.
1
Set your goals for 2027
We’ll start with what you want 2027 to deliver. How much revenue and profit are you aiming for? How much do you want to work, and what should your role in the business look like?
Your answers shape every decision that follows. You’ll turn these goals into clear targets for revenue, profit, team and time, so you have something concrete to plan against.
2
Map your growth strategy
You’ll pinpoint which clients and services make you the most money and where time and cash are leaking. Then you’ll decide what to stop doing, so your plan doesn’t just add to your workload.
From there, you’ll get clear on what you’ll sell and who to, and find ways to lift your pricing and margins.
We’ll also work out what to hand-off to your team or AI, and whether you need to hire.
3
Build your financial plan
This is where your plan meets the numbers. With my guidance, you’ll map out your monthly revenue and profit targets, plus the costs to hit them.
You’ll decide when to invest in areas like hiring and marketing, and when you can expect to see a return. Plus you’ll have checked your cashflow and team capacity for each month of the year, so you can start 2027 with confidence.
4
Stay on track for the year
Before you leave, we’ll set up a simple rhythm for reviewing your progress and and locking key review dates into your calendar.
You’ll know which numbers to check each month and what to look for, plus when to step back and review the bigger picture each quarter. That way you can spot problems early and adjust before they cost you.
Who is this event for?
This workshop is for established business owners with growing teams who want to make smarter decisions about growth.
You’ve built something that works, but growth has brought new pressure. You’re not always sure the extra work is turning into extra profit, and you haven’t had the time to build a proper plan for the year ahead.
This day is a good fit if you:
- Want to see where your profit is coming from and where it’s slipping away
- Are thinking about hiring or investing, and want to know it will pay off
- Have tried planning before, but it never made it past January.
If you’re ready to lift your profit and build a business that fits the life you want, this is your day to get the plan done.
MEET YOUR FACILITATOR
Hi, I'm Clare Wood.
I’m a CPA-qualified Business Strategist and I help small and medium business owners build more profitable businesses.
I bring the financial know-how of an accountant together with a practical, big-picture view of how businesses actually grow.
On the day, I’ll help you set ambitious goals, then test them against the numbers so you know they’re realistic and worth chasing.
You’ll walk away with a plan built for real growth and real profit, and I’ll be right there making sure the two connect.
Frequently asked questions.
What will I walk away with?
What’s included in my ticket?
What should I bring?
Will there be an opportunity to network?
Do I need to be good with numbers?
Is the workshop tax deductible?
Why plan now?
Why not wait until January?
It’s tempting to leave planning until the new year. But January rarely delivers the clear headspace you’re hoping for. Clients are back, emails pile up and the year is moving before you’ve decided where it’s going.
Planning in November means you start 2027 ready to go. You’ll have time to line up hires and investments before the year begins, rather than scrambling once it’s underway. And you can head into the holiday break knowing the plan is done, so you actually get to switch off.
Why do this with an expert?
When you’re in the business every day, it’s hard to see it clearly. Planning on your own often ends with big goals that don’t connect to the numbers, or a spreadsheet that never gets opened again.
Working through it with a CPA-qualified Business Strategist means your goals get tested against real figures as you go.
