End of Year Business Audit

Do you need an end-of-year audit?

I’m offering a one-time, deep-dive strategic session designed for entrepreneurs, small business owners, and solopreneurs who want to assess their year, identify opportunities, and step into the new year with clarity, alignment, and momentum.

If your year felt chaotic, inconsistent, or full of stop-and-start energy, you’re not alone. Most entrepreneurs spend all year working in the business, rarely pausing to look at the big picture.

For only $375.00, this 90-minute End-of-Year Business Audit is your chance to zoom out, get honest about what’s working (and what isn’t), and build a strategic roadmap that feels aligned, doable, and energizing.

You’ll walk away with:

  • clarity on your numbers

  • a refreshed marketing and sales plan

  • systems and operations improvements

  • mindset and energy recalibration

  • your Top 3 priorities for the next 90 days

Ideal For:

  • newer entrepreneurs who feel overwhelmed
  • small business owners who want clarity on next steps
  • business owners who know it’s time to work smarter, not harder
  • founders preparing to scale or pivot
  • anyone who hasn’t reviewed their year with intention
You don’t need to overhaul your business.  You just need the right strategy, the right support, and an hour and a half to reset.

What this session includes:

1. Financial Review (High-Level)

  • Revenue trends

  • Expenses, profitability, and ROI

  • Pricing alignment and opportunities

  • Forecasting opportunities for the upcoming year

2. Marketing & Visibility Audit

  • What worked, what didn’t

  • Audience engagement

  • Social media alignment with brand

  • Email marketing performance

  • Top opportunities for growth in the next 90 days

3. Sales Cycle & Pipeline Review

  • Lead generation consistency

  • Conversion bottlenecks

  • Client experience flow

  • Opportunities to shorten the sales cycle

4. Operations & Systems Check

  • Revie of processes that are draining time or creating bottlenecks

  • Delegation opportunities

  • Automation tools and efficiencies

5. Mindset, Confidence & Energy Levels

  • Current entrepreneurial energy

  • Mindset blocks that potentially are holding you back

  • Workstyle and capacity review

  • Strategies for sustainable motivation

6. “In Your Business vs. On Your Business” Assessment

  • How much time are you spending in reactive mode

  • Clear strategies to shift into a CEO mindset

  • Identifying tasks to eliminate, automate, or delegate

7. Priority Roadmap for the New Year

  • Top 3 revenue-driving priorities

  • Top 3 efficiency-improving priorities

  • Personalized next steps and milestones

  • Confidence plan for staying focused and accountable