Dec '25 • General discussion
On the homestretch!
We’re finishing up our 48 Day Sprint to ‘26! Here’s the homestretch tasks to make sure your business enters ‘26 with the best chances to achieve sustainable success early!
(Tax & AI): Credit & Analyze.
Task: Research R&D Tax Credit eligibility AND conduct an AI SWOT analysis for your business.
GO DEEPER
Tax Tool: R&D Tax Credit Qualifier Quiz (from providers like TaxRobot or CreditSuite).
Action: Take the 5-minute quiz. If you score high, gather project notes and developer hours for a specialist consult.
AI Tool: ChatGPT for SWOT.
SWOT Prompt: "Act as a business strategist. Conduct a SWOT analysis for AI adoption in a [Your Industry] company with [Your Strengths]. Focus on opportunities and threats from emerging AI tools like [Tool Name]."
(Strategy & Tax): Dashboard & Deduction.
Task: Identify your 3-5 key business KPIs AND check eligibility for energy-efficient equipment deductions.
GO DEEPER
Strategy Tool: Google Data Studio or Geckoboard for dashboards.
Action: Connect your QuickBooks and Google Analytics to Google Data Studio. Create one dashboard with: 1) Monthly Recurring Revenue, 2) Net Profit Margin, 3) Customer Acquisition Cost.
Tax Tools: ENERGY STAR product database; Section 179 Deduction Calculator.
Action: Search your 2025 purchases in the ENERGY STAR database. If you bought qualifying HVAC, lighting, or building envelope items, flag them for your CPA under "Section 179D."
(AI & Tax): Commit & Contribute.
Task: Choose your #1 AI tool to standardize AND finalize any charitable contribution documentation.
GO DEEPER
AI Tool: ClickUp or Asana for standard operating procedures (SOPs).
Action: In ClickUp, create an SOP titled "How We Use [Chosen AI Tool]." Include: login credentials, use cases, and example prompts. Assign to your team.
Tax Tools: IRS Publication 526 for rules; Deductionlog app for receipt tracking.
Action: For any single donation over $250, you need a receipt from the charity. Use Deductionlog to photograph and categorize receipts. File in your Charitable tax sub-folder.
(Strategy & Planning): Channel & Meeting.
Task: Choose your primary Q1 marketing channel AND schedule your critical year-end tax planning meeting with your CPA.
GO DEEPER
Strategy Tools: SparkToro for audience research; Calendly for scheduling.
Action: Use SparkToro to find where your ideal client (from Day 18) spends time online. Double down on that one channel (e.g., LinkedIn, specific podcasts).
Tax Action: Email your CPA via Calendly link: "Subject: Strategic Tax Planning Meeting for Year-End. Please book a 45-minute slot in late January. I will bring my purchase list, profit projection, and retirement contribution summary."
(AI & Strategy): Pilot & Protect.
Task: Draft your first 2026 AI pilot project AND block all monthly CEO days in your 2026 calendar.
GO DEEPER
AI Tool: ChatGPT for project drafting.
Pilot Prompt: "Draft a one-page project charter for an AI pilot. Project: [Name]. Goal: [Specific, Measurable]. Tools: [AI Tool + Integration]. Success Metric: [KPI]. Risks: [List]."
Action: Use Reclaim.ai to find and block 12 "CEO Day" slots in 2026. Set the rule: "4-hour block, last week of month, no meetings before/after.
(Tax & AI): Estimate & Generate.
Task: Mark the Jan 15 estimated tax deadline AND use AI to generate a year-end report executive summary.
GO DEEPER
Tax Tool: IRS Direct Pay portal.
Action: Bookmark the IRS Direct Pay page. Calculate your Q4 payment: (Total Estimated Liability / 4). Schedule the payment for January 13.
AI Tool: ChatGPT for report writing.
Report Prompt: "Write a 3-paragraph executive summary for our 2025 annual report. Paragraph 1: Context. Paragraph 2: Highlight [Win 1], [Win 2], and [Key Metric]. Paragraph 3: Transition to 2026 focus on [Your One Word]. Use a confident tone."
(Strategy & Learning): Learn & Lead.
Task: Bookmark one AI learning resource for Q1 and finalize your Q1 "Rocks" and marketing plan.
GO DEEPER
Learning Tools: Coursera ("AI For Everyone") or LinkedIn Learning ("Career Essentials In Generative AI").
Action: Enroll in the course and block Friday mornings from 9-10 AM in Q1 as "AI Learning Hour" in your calendar.
Strategy Tool: Notion Q1 Plan template.
Action: Create a Notion page with: 1) Your 3 Q1 Rocks, 2) Weekly marketing tasks for your chosen channel, 3) Links to your AI tool SOPs and pilot charter.
(Final Review): Synthesis Day.
Task: Review all completed tasks, ensure your digital tax hub is complete, and confirm your January strategic priorities are clear.
GO DEEPER
Tools: Google Drive (Tax Hub), Notion (Strategy Docs), Password Manager (Tool Logins).
Checklist:
1. Tax Hub: All folders populated? CSVs exported? Major purchases listed?
2. Strategy: One Word, BHAG, Q1 Rocks, and ICA document saved in Notion?
3. AI: Top tool chosen? Pilot project drafted? Automation built?
4. Calendar: CEO Days blocked? Tax meeting scheduled? Learning time booked?
Action: Send yourself a summary email with links to the three key documents: Tax Hub, Q1 Plan, AI Pilot. You are now ready for 2026.
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On the homestretch!
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