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!

Task: Choose a single word to define your focus for 2026 (e.g., "Scale," "Simplify," "Impact"). GO DEEPER Your "One Word" acts as a strategic filter for all decisions in the coming year. How to choose it: 1. Review your insights from Day 3 (Personal Review) and Day 6 (Business Review). What is the overarching theme or need? 2. Ask yourself: "What does my business (and my life) need most in the next chapter?" (e.g., "Flow," "Clarity," "Connection"). 3. Make it actionable: If your word is "Simplify," your filter for every new project, hire, or client becomes: "Will this simplify our operations or complicate them?" Action: Write your word on a sticky note for your desk. This becomes your North Star for 2026.

Task: Reflect on your key insights from Week 1. What was your biggest "aha!" moment? Based on this, what is one intention you are setting for Week 2? GO DEEPER Congratulations on completing Week 1 of the Power Play! Momentum is built through consistent action and purposeful reflection. Let's solidify your gains. Answer these three reflection questions: 1. Celebration: What was the most valuable action you took this week? What are you proud of accomplishing? 2. Insight: Review your notes from Days 1-6. What is the single most important insight you've gained about your business, your productivity, or your financial picture? 3. Forward Momentum: Based on this insight, what is one specific intention you are setting for Week 2? (e.g., "My intention is to finalize my list of major purchases and book a call with my CPA," or "My intention is to fully implement Otter.ai for all my team meetings."). The Power of a Weekly Review: This weekly practice transforms isolated tasks into a coherent strategy. It prevents the challenge from feeling like a random checklist and turns it into a transformative journey. By identifying your key insight and setting a weekly intention, you ensure you're not just busy, but you are moving deliberately toward your goals for 2026. Comment below: Share your #1 insight from Week 1 and your intention for Week 2. Let's build this momentum together!

GO DEEPER: The Profitability X-Ray - Find Your Golden Goose Welcome to the second part of our Strategic Planning reflection. The initial question—"What was your most profitable product/service?"—is the most important question you can ask about your business. The answer isn't always obvious or based on revenue alone. This deep dive will guide you through conducting a "Profitability X-Ray" to find your true "Golden Goose"—the offering that delivers the highest profit for the least effort and stress. Step 1: Gather Your Data (The "What") You can't manage what you don't measure. Start by listing your core offerings. For each one, gather this data from 2025: · Total Revenue Generated · Cost of Goods Sold (COGS): Direct costs to deliver it (e.g., materials, subcontractor fees, software costs specific to the service). · Time Investment: The actual hours you and your team spent on it. (Check your time-tracking software or make an educated estimate). · Client "Headache" Factor: Rate it on a scale of 1 (smooth) to 5 (high-maintenance). Be honest. Step 2: Calculate What Truly Matters (The "So What") Now, move beyond top-line revenue. Create a simple spreadsheet with these columns: Service Name Total Revenue Direct Costs Gross Profit Hours Invested Profit per Hour Headache Factor (1-5) VIP Day $25,000 $2,000 $23,000 40 $575/hr 2 1:1 Coaching $60,000 $0 $60,000 400 $150/hr 4 Online Course $40,000 $5,000 $35,000 100 $350/hr 1 The Key Metrics: · Gross Profit: (Revenue - Direct Costs). This is your true earning power. · Profit per Hour: (Gross Profit / Hours Invested). This is your Golden Goose Indicator. It reveals the efficiency of your profit. Step 3: Analyze & Categorize (The "Now What") Plot your services on a mental 2x2 grid. Where do they fall? · High Profit/Hour, Low Headache (The Golden Goose): This is what you scale. Your goal for 2026 is to get more of these. · High Profit/Hour, High Headache (The High-Maintenance Star): Can you systemize, delegate, or raise the price to justify the stress?

Conduct a Personal Year-in-Review. Task: Answer: What were your 3 biggest professional wins in 2025? What was your biggest lesson? Go Deeper Tools Here: https://docs.google.com/document/d/1W04-rd8ti_C65bP3fhJZer-CSLiFjws84lNn0VF4kO4/edit?usp=drivesdk #Profitability #AIForBusiness #TaxPlanning 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