Limited Time Bonus Offer.
Book by 2 November and get a free 30-minute 1:1 follow-up call with Clare in January, to review your plan.
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 having clear monthly profit targets and understanding what needs to happen to achieve them.
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 assess which clients and services are supporting your profit, using the information you bring.
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. So you have the knowledge to check cashflow and team capacity for each month of the year.
4
Stay on track for the year
Before you leave, we’ll set up a simple rhythm for reviewing your progress 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.
What will I walk away with?
A finished 2027 plan that includes your goals and growth strategy, a month-by-month financial plan and self-managed check-ins set up to keep you on track.
You won’t leave with a page of notes. You’ll walk out with the real work done, including:
- Clear revenue and profit targets for 2027
- A focused growth strategy with your top priorities
- A clear view of where profit is leaking and what to stop doing
A plan for the team and AI support you need - A month-by-month financial plan, including when to invest
- Monthly and quarterly check-ins locked into your calendar
- New connections with other ambitious business owners.
What the day looks like.
A full day to step away from the business and get the plan done. Here’s roughly how it runs:
8.45am Arrive and grab a coffee
Find your seat and meet the other business owners in the room.
9am STEP 1: Set your goals for 2027
Decide what you want next year to deliver, then turn it into clear targets.
10.30am Morning tea
10.45am STEP 2: Map your growth strategy. Work out which clients and services drive your profit, and where to focus.
12.30pm Lunch
Time to refuel and chat with the group.
1.15pm STEP 3: Build your financial plan
Map out your monthly targets and decide when to invest.
3.15pm STEP 4: Stay on track for the year. Set up your check-ins and lock the review dates into your calendar.
4pm Networking drinks
Celebrate a finished plan with a drink and some good conversation with like-minded business owners.
You’ll walk out at the end of the day with your 2027 plan done, not on your to-do list.
“One of the most practical sessions I’ve been to in a long time.”
Clare’s “hiring maths” made the financial side of that decision feel far less like guesswork.
What I appreciated most was that it wasn’t a conversation about the future in the abstract. It was about the real decisions business owners are making right now.
JESSICA | VESTA BUYER'S AGENCY
MEET YOUR FACILITATOR
Hi, I'm Clare Wood.
I’m a Certified Practicing Accountant (CPA) and 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’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.
“We have increased our revenue and profit by 300% and we are continuing to grow.”
We didn’t know our numbers at all. The wheels were spinning in our business but we felt we weren’t getting anywhere.
We are pinching ourselves at the business we have created now! Clare is an incredible coach. Highly recommend her for anyone who is feeling lost in their business and who is ready to knuckle down and do the work to grow and scale.
ROGER & MICHELLE | GORDON FLOORING
