Unfiltered Profit

How We Planned Our Year Using EOS (and What You Can Steal From It)


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Are you overcomplicating your business planning process?

Most small business owners start the year with big goals—but no clear roadmap to actually achieve them. Annual planning can feel overwhelming, especially when popular systems like EOS seem built for Fortune 500 companies instead of your lean, service-based business.

In this solo episode, Seanna pulls back the curtain on how she and Caitlynn simplified EOS to create an annual planning rhythm that actually works for their team, their life, and their clients.

BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER:

  • How to adapt EOS without drowning in meetings or jargon
  • Why timing your annual planning around your business seasons matters
  • A practical framework for accountability, team alignment, and consistent growth

Ready to plan smarter—not harder? Download your free tax tips and strategy resources at https://justprospera.com/podcast-freebies/tax-tips/.

Tax season doesn’t have to be a scramble. If you’re still sorting receipts in January or second-guessing what counts as a write-off, this webinar will help you get ahead. Register here: https://us02web.zo

RESOURCES + LINKS
Work with Prospera: HERE

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Unfiltered ProfitBy Caitlynn Eldridge and Seanna Asper