The Brutally Honest Business Year-End Audit Playbook for Small Business Owners

Send us Fan Mail (https://www.buzzsprout.com/2155563/fa...) In this episode of What The Biz?!, hosts Brigitte Vegter and Daniel Proczko walk through their exact step-by-step frameworks for conducting high-impact year-end reviews and setting up a profitable, sustainable 2027. Daniel Proczko and Brigitte Vegter break down why January is often too late to start annual planning and explain why taking time in October and November to audit hard financial data sets up a rock-solid Q1 start.  Brigitte Vegter shares her unique pre-planning ritual—including getting honest year-end feedback from her family using a "family report card" and running a 4-quadrant team exercise (Wins, Losses, Lessons, and What to Burn) to eliminate low-margin client work and toxic lead sources. Daniel Proczko outlines his two-day strategic retreat process, detailing how to evaluate total revenue, net profit margins, capacity metrics, and Q1 project priorities away from daily office distractions. Finally, the hosts cover essential year-end operational housekeeping, including CRM lead cleanups, profit-per-client audits, and scheduling pre-tax planning sessions with your tax preparer before November ends. Liked this show? SUBSCRIBE to this podcast on Spotify, Apple, Google and more. Catch past episodes and show notes at WhatTheBiz.com (https://whatthebiz.com) . Join the WhattheBiz?! newsletter (https://whatthebiz.com/#subscribe) to be the first to learn about upcoming events and specials. Do you have a topic you'd like us to cover? Leave us a voicemail on WhatTheBiz.com (https://whatthebiz.com/) ! ********* Hosts Daniel Proczko -  myPocketMarketing (https://mypocketmarketing.com/) Brigitte Vegter - Vegter Financial (https://vegterfinancial.com/)