🎄The 3 Numbers to Review Before You Set Your 2026 Business Goals
December is a tempting time to start planning.
New notebooks, new intentions, fresh energy — it all feels inspiring.
But here’s the mistake most small business owners make:
They set goals without understanding their numbers.
And when you plan from emotion instead of data:
You overwork
You underprice
You choose goals that don’t align with your real capacity
Instead of writing new goals right away, start here:
📊 The 3 Numbers You Must Review Before You Plan
1. Profit Margin
Profit Margin tells you how much of your revenue you’re actually keeping.
It answers:
“Am I pricing this in a way that supports my life?”
If your profit margin is low, your problem isn’t sales — it’s structure.
2. Owner’s Pay Percentage
This one is emotional.
Because it tells you the truth about whether your business is supporting you.
If you’re not paying yourself consistently, scaling won’t fix that.
Clarity and pricing alignment will.
3. Monthly Recurring Expenses
Subscriptions, software, small retainers — they creep in quietly.
Reviewing them once a year isn’t enough.
Do it this month to create instant breathing room.
🧠 Why These Three Numbers Matter
These numbers don’t just tell you what happened.
They tell you how to move forward with intention.
When you review them:
You set grounded goals (not fantasy ones)
You price services in alignment with real needs
You create a plan that supports your wellbeing
Your business becomes strategic instead of reactive.
💼 Want Support Reviewing These Numbers?
This is exactly what we do inside the CFO Breakthrough Session™.
We’ll sit together and:
Review your P&L (even if it’s messy — especially if it’s messy)
Identify your most profitable offers
Pinpoint where your money is leaking
Create a simple, doable money plan for January
You’ll walk away calmer, clearer, and more confident.
👉 Book your CFO Breakthrough Session™.