Business Strategy for CPA's

029 Did you hit your Q1 goals?


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It’s the end of the quarter, and I want to know if you’re on track and if you met your Q1 goals. And today I today I want to talk to you more broadly about setting goals. Many of you set goals, many of you don’t. So I want to share with you

  1. How you benefit from having clear goals
  2. What topics or KPI’s you might set goals around
  3. Setting ranges
  4. What’s great about quarterly goals
  5. Address the emotional aspect around goal setting, because many of you get tripped up here in a few key ways
  6. #1 Mistake I see my own clients make when setting goals - so I will share that at the end.

    Goals in your business are like the rudder is in a sailboat. It helps you track a course. It helped you go in the direction you want. You catch/harness the energy of the universe in your sails, and your goals point you toward where you want to get.  If your boat doesn’t have a rudder, it just gets blown in the direction of the wind. If your business doesn’t have goals, it’s going to float along with the whim of the month.

    Lewis Carroll in Alice in Wonderland, If you don’t know "If you don't know where you're going, any road'll take you there". Yogi Berra said, You’ve got to be very careful if you don’t know where you are going, because you might not get there. 

    Goals help to design where you want to go. It’s in the process of setting goals that you gain clarity of what you need to do to achieve your goals, and it / they also help you determine your priorities moving forward.

    Clear goals also show you where you need to focus your time, and where you need to focus your mind. It’s with your mind that you create your business and your life, so reigning in your thoughts and pointing them all in the same direction will enable you to achieve your goals more quickly.

    Setting goals helps you identify what is working in your business, and what is not.

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Business Strategy for CPA'sBy Geraldine Carter

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