In this episode of Accounting with Confidence, I'm sharing my journey and insights on the importance of strategic planning for your firm. From my early days as a partner with no formal plan, through the ups and downs of partnerships, to finally finding a structured approach that works. I'll also fill you in on my experience at the Woodard Summit event in Texas, the benefits of attending such events, and how a coach has transformed my business. Whether you're a solo practitioner or part of a team, discover actionable tips to help you set and achieve your business goals.

In this episode I share insights to help you build a business you love. I discuss the importance of planning, even admitting that I missed my typical October planning due to a busy schedule. I reveal my two main goals for 2025: implementing a thorough marketing plan to achieve a 15% revenue increase, and standardizing processes to streamline operations and improve efficiency. Additionally, I touch on personal goals like advancing my quilting projects and training our new dog. Join me in setting and achieving your own goals for the new year!

In this episode I discuss the importance of strategic planning for business success. Drawing from my own experience, I share insights on setting goals, maintaining accountability, and the practical steps necessary to develop and implement a strategic plan. I'll explain why having both short-term and long-term goals is crucial and provide tips on enlisting help from mentors, coaches, or accountability partners. Learn how to review your current plan, understand why certain goals may have been missed, and set achievable targets for the future. Whether you're an accounting firm owner or running another type of business, my advice will help you navigate the complexities of strategic planning and grow with confidence.