2026 Goal Setting & Budgets Workshop

Dates:
Location: Atlanta/Kennesaw
Host: PCT Clean, RJ Patel
Speakers: Liz Trotter, Meaghan Likes, Gosia Baran, Tom Stewart, RJ Patel

Are you struggling with setting realistic and achievable goals for 2026?
Do you find it challenging to create a budget that aligns with your business goals and keeps you financially healthy throughout the year?

Many business owners grapple with these issues, often finding themselves overwhelmed by the process of planning and budgeting. Without a clear roadmap, it’s easy to lose direction and fall short of your objectives.

Join us for the 2026 Goal Setting & Budgets Workshop to conquer these challenges.
This intensive three-day workshop is designed to provide you with the tools, insights, and strategies needed to set achievable goals and create a robust budget for 2026.

Workshop Highlights:

Liz Trotter
As the owner of Core Profit Builders, Liz Trotter is a master at nurturing and retaining customers. With her extensive experience in business development, Liz excels in strategic goal setting and helping businesses thrive through effective planning and budgeting.

Meaghan Likes
Founder of Bookkeeping Academy Online and owner of a successful window cleaning business, Meaghan Likes specializes in financial education for business owners. Her expertise in budgeting and financial planning will help you create a budget that supports your business’s financial health and growth.

Gosia Baran
Co-owner of Helping Hands Cleaning Services and a financial coach, Gosia Baran focuses on operational efficiency and profitability. Her sessions will guide you in setting realistic goals and ensuring your budget supports those goals through practical steps and strategies.

Tom Stewart
CEO of Castle Keepers, Tom Stewart is a thought leader in the cleaning industry with a wealth of experience in business operations and financial management. Tom’s insights will help you understand market trends and set goals that keep your business competitive while efficiently allocating resources.

RJ Patel
Owner of PCT Clean, RJ Patel brings years of experience in the cleaning industry. His leadership and strategic planning have significantly grown his business. RJ will share his personal strategies for goal setting and budgeting, providing practical advice to help you achieve similar success.

Key Takeaways:

Strategic Goal Setting: Learn how to set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals that align with your business vision and objectives.
Comprehensive Budgeting: Understand the components of a robust budget and how to align it with your business goals for optimal financial health.
Financial Planning: Gain insights into effective financial management practices that support sustainable business growth.
Operational Efficiency: Discover strategies to streamline operations, reduce costs, and increase profitability.
Market Trends: Learn how to anticipate market changes and adjust your goals and budget accordingly to stay ahead of the competition.

Who Should Attend:

This workshop is ideal for business owners, managers, and financial planners in the cleaning industry and beyond who are committed to setting realistic goals and creating effective budgets for 2026.

Don't miss this opportunity to transform your business planning and budgeting process. Register now and take the first step towards a successful 2026!

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