Business Planner 2027 for Home Service Owners

Most owners start January hoping to be "busier than last year". This planner turns that hope into numbers you can check every month: the pay you want, the sales that takes, the jobs per week behind it, and whether you have the crew hours to do them.

The 31-page Year-End Review & 2027 Business Plan walks you through it with a worked example: review 2026 in an hour, turn an owner-pay goal into a sales goal with one formula, spread it across the months the way your season really moves, find the month you can't staff (and four ways to fix it), work out the quotes your goal needs, put one campaign a quarter on the 2027 calendar, build a slow-month cash buffer, and keep the plan alive with 90-day plans, a weekly owner hour and a monthly review.

The 2027 Goal & Revenue Planner (Excel and Google Sheets, no macros) does the math: 2026 review, goal from owner pay, season shapes (your own 2026 months or example shapes for common trades), monthly targets, jobs, crew hours and capacity use with an over-capacity flag, actuals against target, a marketing calendar, 90-day sprints and a dashboard. A filled-in example shows every tab working.

The 39 printable planner pages are dated for 2027 (US weeks start on Sunday) with federal holidays, buying dates and IRS reminders printed in: 2026 review, 2027 goals, year at a glance, four 90-day plans, a calendar and a plan-and-review page for every month, a weekly owner hour page, undated spares and a 2027 year-end review. Every example number is from a fictional business. The planner can't promise sales, and tax dates are reminders, not tax advice.