But don’t you dare tell yourself no by not even applying! Go apply for these grants!!!! All grants are listed under the ‘Grants’ tab up top.⬆️ Note: If the application deadline has passed? Subscribe to their website so you can be notified when the next round of grants open up. Reminder: The grant lists will shift into our paid membership January 1 so grab them while they’re free!

Task: Use AI to analyze a sales/website CSV for trends AND identify your most profitable service as your 2026 lead offer. GO DEEPER AI Tool: ChatGPT Plus with Advanced Data Analysis or Microsoft Copilot in Excel. Data Prompt: "Analyze this sales data CSV. Identify: 1) The most profitable customer segment, 2) The worst-performing product, and 3) One unexpected correlation between [Column A] and [Column B]." Strategy Tool: Profit & Loss Statement from QuickBooks or Xero. Action: Calculate Profit per Hour for each service: (Revenue - Direct Costs) / Hours Invested. The highest number is your new lead offer. Price it at least 20% above market average. Coach Trudi B. Parson Awarded Business & Tax Strategist | Empowerment Speaker | CAIO | 2022, 2023, 2024 & 2025 Business Person of the Year https://bit.ly/TBPbizcard Trudibparson.com

Task: Identify one high-maintenance, low-margin client to transition out AND check YTD retirement contributions to maximize tax-deferred savings. GO DEEPER Strategy Tool: Calendly to schedule the offboarding call; Google Docs for the script. Email Script Template: "Thank you for our work together. As of [Date], we will be concluding our services as our firm is shifting focus to [Your New Niche/Specialty]. We recommend [Alternative Provider] for your ongoing needs." Tax Tools: Your retirement account portal (e.g., Vanguard, Fidelity); Gusto or ADP payroll to review contributions. Action: Log in, find "YTD Contributions," and calculate: (Annual Profit × 0.25) - Contributions Made = Potential Additional Contribution. Schedule the transfer. Need help? Schedule a consultation!