What Your CPA Wants You to Know

90. Achieving Your Business Goals in 2025


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Setting clear goals at the start of a new year is essential for any business's success. We encourage deliberate planning to review past performance, establish actionable goals, and stay aligned as a team throughout the year. 

• Reflecting on last year's successes and challenges 
• Setting realistic and actionable goals for 2025 
• Weekly meetings for team alignment 
• Updating and refining standard operating procedures 
• Proactive client communication and training strategies 
• Discussing budget and marketing efforts 
• Documenting meeting notes for accountability and progress tracking 
• Emphasizing work-life balance alongside business growth

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What Your CPA Wants You to KnowBy Carson Sands, CPA & Teran Sands, MBA.

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