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2025 Year End Review Workbook
A Beautiful Year-End Ritual for Your Business
This isn’t just another report.
It’s an intentional reflection of your revenue, your spending, your progress, your patterns, and your growth as a business owner, far beyond what QuickBooks reports can reveal.
Introducing the Year-End Review Workbook; a gorgeous 9-page, full-color guide that gives you a guided moment to pause, look back at how far you’ve come, celebrate your wins, and understand the real story of your business over the last 12 months.
This is Becky’s signature year-end process, trusted by business owners from across the country who want to step into the new year with purpose, clarity, and a complete financial story.
What makes this workbook special?
It captures both the numbers and the narrative of your business in 2025. Helping you see your progress and your patterns with fresh eyes.
You’ll walk away with a crystal-clear view of where you are today and the decisions that will move you forward.
What This Workbook Helps You See
Inside these pages, you’ll dig into the parts of your business that matter most:
✓ The real performance of your offers: Identify which products or services brought in the most revenue in 2025.
✓ How much you actually paid yourself: Track your owner pay throughout the year so you can set meaningful, sustainable goals for next year.
✓ Where your money went and where it can work harder: Review your major expenses, spot the investments that paid off, and decide where you want to invest more to grow.
✓ Your important growth metrics: Record non-financial wins like email subscribers, social followers, audience growth and new clients so you see the full picture of your momentum.
✓ Your goals, progress, and new direction: Reflect on what you set out to do, what you actually accomplished, and what you want next year to look like.
Why Business Owners Love This Process
QuickBooks reports tells you what happened, but they don’t tell the whole story.
Completing The Year-End Review offers a focused opportunity to add depth and value to your year-end numbers.
You’ll finish with a clear view of:
What worked inside your business in 2025.
What changed.
What you want to repeat next year.
What to fine-tune.
And the decisions that will move your business forward in the coming year.
Whether your business is brand new or beautifully established, this workbook gives you a grounded, empowering way to close your year with intention.
2025 is the year for you to start A Beautiful Year-End Ritual for Your Business.
This beautiful, 9-page, full-color, ready to print, PDF workbook is delivered via instant download.
A Beautiful Year-End Ritual for Your Business
This isn’t just another report.
It’s an intentional reflection of your revenue, your spending, your progress, your patterns, and your growth as a business owner, far beyond what QuickBooks reports can reveal.
Introducing the Year-End Review Workbook; a gorgeous 9-page, full-color guide that gives you a guided moment to pause, look back at how far you’ve come, celebrate your wins, and understand the real story of your business over the last 12 months.
This is Becky’s signature year-end process, trusted by business owners from across the country who want to step into the new year with purpose, clarity, and a complete financial story.
What makes this workbook special?
It captures both the numbers and the narrative of your business in 2025. Helping you see your progress and your patterns with fresh eyes.
You’ll walk away with a crystal-clear view of where you are today and the decisions that will move you forward.
What This Workbook Helps You See
Inside these pages, you’ll dig into the parts of your business that matter most:
✓ The real performance of your offers: Identify which products or services brought in the most revenue in 2025.
✓ How much you actually paid yourself: Track your owner pay throughout the year so you can set meaningful, sustainable goals for next year.
✓ Where your money went and where it can work harder: Review your major expenses, spot the investments that paid off, and decide where you want to invest more to grow.
✓ Your important growth metrics: Record non-financial wins like email subscribers, social followers, audience growth and new clients so you see the full picture of your momentum.
✓ Your goals, progress, and new direction: Reflect on what you set out to do, what you actually accomplished, and what you want next year to look like.
Why Business Owners Love This Process
QuickBooks reports tells you what happened, but they don’t tell the whole story.
Completing The Year-End Review offers a focused opportunity to add depth and value to your year-end numbers.
You’ll finish with a clear view of:
What worked inside your business in 2025.
What changed.
What you want to repeat next year.
What to fine-tune.
And the decisions that will move your business forward in the coming year.
Whether your business is brand new or beautifully established, this workbook gives you a grounded, empowering way to close your year with intention.
2025 is the year for you to start A Beautiful Year-End Ritual for Your Business.
This beautiful, 9-page, full-color, ready to print, PDF workbook is delivered via instant download.

