Business Goal Setting (Finance-Led)
Business Goal Setting (Finance-Led) turns your accounts and bookkeeping into clear, measurable targets. It helps you decide what “good” looks like for profit, cash, tax reserves and growth, then breaks that into practical steps you can track month to month.
More information
What finance-led goal setting covers
This service uses your current numbers to set targets that are realistic, measurable and aligned to how your business actually runs.
- A review of recent performance (income, costs, profit and cash movement)
- Clear financial goals (monthly and annual) linked to what you want to achieve
- Key KPIs to track, such as gross margin, day rate, utilisation, average order value, or overhead ratio
- Cash flow focus: timing of money in and out, reserves, and upcoming commitments
- Tax-aware planning for VAT, PAYE and Corporation Tax where relevant
- A simple action plan that ties operational actions to financial outcomes
Who this is for
This is suited to sole traders, freelancers, contractors and director-run limited companies who want clearer direction and stronger control of their finances. It is especially useful if you are busy delivering work, you are making decisions without up-to-date numbers, or your revenue looks healthy but cash feels tight.
How the service is delivered
We start by agreeing what you want from the business over the next 3 to 12 months. Your latest figures are used to establish a baseline, then we model what needs to change to reach your targets. You will finish with goals you can measure, plus a short list of priorities that are achievable alongside day-to-day work.
What you will leave with
You get a set of headline targets, a small number of KPIs worth paying attention to, and a plan for how to monitor them. Where helpful, we translate targets into practical numbers, such as the monthly sales needed, the pricing required, or the cost level you need to hold.
What happens next
You can use the plan independently, or roll it into ongoing support with regular check-ins. Tracking against targets through the year helps you spot issues earlier, make decisions with confidence, and adjust quickly when plans change.
