Where do you want your business to get to over the next twelve months? Making decisions now will help you achieve your goals.

Do you have your business plan in place for 2024? Have you set yourself goals for the coming twelve months? Perhaps you feel you don’t have the time, or maybe you question the value of planning. Accountability is vital for business success. This can be through systems you have in place for self-accountability or through an external person who keeps you accountable.

We offer a business planning service and can sit down with you at the start of your financial year to help you write your plan for the next twelve months. During the meeting, we will discuss your current position, where you want the business to be, and what you personally want to achieve. It all links back to a concept called The Three Freedoms:

1. Time
2. Money
3. Peace of Mind
   

As a business owner, if you have these three freedoms, there is nothing you cannot achieve, and we love working with business owners to help achieve those three freedoms.

We will then write a full business plan with you for the next twelve months, which you can use to track and measure your progress. We can also offer business accountability coaching meetings throughout the year to keep you accountable to the plan and measure progress with you.

What Does a Business Planning Session Involve?

• Creating or redefining your core values, vision, and purpose.
• Working out personal goals for the next twelve months.
• Developing a plan that enables your business to help you achieve these personal goals.
• Establishing goals for the business.
• Defining action points to achieve these goals.
• Creating a profit and loss forecast.

What Does Accountability Coaching Involve?

• Tracking and measuring your performance against your goals.
• Addressing any unplanned issues that arise during the year and adjusting goals accordingly.
• Holding you accountable for action points that have not been completed.
• Tracking and measuring financial performance against the profit and loss forecast.

Get the business you want.

Call 01785 248939 and speak to Client Services or email us.

+44 (0) 1785 248939

info@carthyaccountants.co.uk