Business Strategy for CPA's

Have you created a plan for your business, your goals, your success in 2019? If not, you are likely leaving a bunch of money (and time!) on the table. Taking the time to plan for your business allows you to look at what is and is not working, and make smarter choices about how best to run it. Here are 7 simple steps to creating a plan for your business in 2019. Block 3 hours in your calendar to plan Look at your 2018 financials - clean them up if need be! Decide where you will focus, and what you will stop doing and offering in 2019 Set Revenue, Expense, and Profit Goals in a spreadsheet Determine how much time it takes to create and deliver that quantity of services Make sure that fits in a real-life calendar Block 10% of your calendar for white space Download the extended version How to Create Your 2019 Strategic Plan in 7 Simple Steps worksheet here, so you lay out your plan in a methodical, non-magical-thinking way.  What was your takeaway from this episode? Come share in the She Thinks Big private Facebook group. It's free, and it's the best place to be if your big ideas need airtime and support to grow.

Show Notes

Have you created a plan for your business, your goals, your success in 2019? If not, you are likely leaving a bunch of money (and time!) on the table. Taking the time to plan for your business allows you to look at what is and is not working, and make smarter choices about how best to run it.

Here are 7 simple steps to creating a plan for your business in 2019.

  1. Block 3 hours in your calendar to plan
  2. Look at your 2018 financials - clean them up if need be!
  3. Decide where you will focus, and what you will stop doing and offering in 2019
  4. Set Revenue, Expense, and Profit Goals in a spreadsheet
  5. Determine how much time it takes to create and deliver that quantity of services
  6. Make sure that fits in a real-life calendar
  7. Block 10% of your calendar for white space

Download the extended version How to Create Your 2019 Strategic Plan in 7 Simple Steps worksheet here, so you lay out your plan in a methodical, non-magical-thinking way. 

What was your takeaway from this episode? Come share in the She Thinks Big private Facebook group. It's free, and it's the best place to be if your big ideas need airtime and support to grow.

What is Business Strategy for CPA's?

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!