Ready to stop playing catch-up and start leading your business with clarity? We're closing out 2025 with finance expert and Master Certified Wedding Planner Matt Mitchell to help you run a clean, confident year-end reset.
Together we walk through the exact steps to reconcile your accounts, fix messy categories, and review your numbers with curiosity instead of criticism—so you can see what truly worked, where money leaked, and how to design a profitable 2026 you'll actually enjoy living.
We dig into a practical financial debrief: which services were profitable versus just popular, how to assess expenses by value, and why profit by package often flips your assumptions. If you've been fully booked but exhausted, we unpack what that says about pricing and scope. You'll learn how to read cash flow rhythms across the year and align deposits, savings, and investments with the seasonality of the events industry.
Then we translate insights into action: catch up on owner pay, set aside taxes, make strategic year-end purchases that lower taxable income while upgrading systems, and start a profit or reserves account—even if it's only 1% per invoice.
Looking ahead, we map an approach for 2026 built on structure, not resolutions. Set layered goals for revenue, profit, owner's pay, and savings. Plan capacity first so you protect client experience and your life, then price accordingly. Lock in monthly and quarterly check-ins to track progress, adjust pricing, and prevent last-minute scrambles.
Throughout, Matt shares simple, human ways to make financial clarity feel doable—plus why treating your business like your best client changes everything.
If this conversation pushes you to take your business more seriously, join us inside CWP Society for certification and a community that gets the unique flow of event businesses. Subscribe, share with a fellow planner, and leave a review—what's the first reset task you'll tackle today?
www.cwpsociety.com | info@cwpsociety.com | IG: @cwpsociety | FB: @cwpsociety
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