Live workshop · With Polly Mertens

Your Year-End Business Checklist

Take a clear look at the year, the work still on your plate, and the decisions that will help you start the next one with a plan.

Registration details

Make space for the decisions that matter next.

Does this sound familiar?

A full year.
A few unfinished decisions.

  • Open jobs and loose ends are competing for your attention.
  • You know the year was busy. You want a clearer view of what it produced.
  • You have ideas for next year, but haven’t chosen what comes first.

Make room for what’s next

Start the new year with a plan.

Picture starting January with the loose ends visible, your first priorities chosen, and a clear next step for each one. Give yourself space to make those decisions before the calendar turns.

What we’ll explore together

Look at the whole picture.

It’s easy to reach December with a full calendar and a list of things you meant to get to. Give yourself some space to look at what’s really going on in the business and choose what matters most before the next year begins.

  1. Look at the year with useful questions

    Review cash flow, job margins, unfinished work, and commitments. Notice what needs a closer look with your team or financial professionals.

  2. Get the loose ends out of your head

    Think through outstanding jobs, team responsibilities, and the decisions that keep getting pushed back.

  3. Choose what matters next

    Identify a few priorities for the first 90 days of the new year and give each one an owner and a next step.

Online · Start time to be confirmed

Registration details
Polly Mertens

A practical conversation with

Polly Mertens

Polly is the business coach behind The Business Remodel. She works with construction business owners on money, time, systems, and team leadership.

For residential remodelers, trade contractors, and construction business owners who want time to think about the business as well as the next job. Bring the questions and loose ends you’ve been carrying.

More about Polly

Before you join

A few useful details

Do I need to prepare financial reports?

You can attend with the information you have. Think about the questions you want to answer; detailed reports can be useful for the follow-up work.

Is this tax or accounting advice?

This is a business planning conversation. Bring tax, legal, and accounting decisions to the qualified professionals who know your business.

What time does it start?

The date is November 17. The start time and joining details will be confirmed before the workshop.

Make room for the conversation.

Online · Start time to be confirmed

Registration opens soon. Questions? Email Polly.

A useful next step starts with the work in front of you.

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