Financial Goal Setting Session
A Financial Goal Setting Session turns your current figures into clear, measurable goals for profit, cash flow and tax readiness. It’s a practical, structured conversation that helps you decide what to focus on next, how to measure progress, and what needs to change in your day-to-day finances to get there.
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What the session covers
We use your real numbers to set targets you can actually run the business by. You’ll come away with clarity on what to aim for and how to track it.
- A clear picture of where you are now (what the numbers are really saying)
- Goal setting for profit, cash, drawings or salary, and tax set-aside
- Key drivers that move your results (pricing, volume, costs, overheads)
- Short-term priorities and milestones for the next 90 days and beyond
- Simple metrics to monitor monthly (so you spot issues early)
- A practical action list that fits the way you work
When this session is most useful
This session is a good fit if you:
- Feel busy but are not sure if the business is becoming more profitable
- Want to stabilise cash flow and stop surprises around VAT or tax
- Need a plan before increasing your own pay, hiring, or taking on bigger work
- Have grown quickly and want to tighten financial control
- Know the bookkeeping is happening, but the numbers are not guiding decisions
How it works
We start by agreeing what you want the business to do for you, then we anchor that to the current position. You’ll share your latest accounts or bookkeeping reports and any key context (for example upcoming projects, costs, or changes in workload).
In the session, we translate the figures into targets and checkpoints, then agree the specific steps needed to make the goals achievable. If any data gaps are blocking clarity, we’ll identify what to fix first so you are not planning on guesswork.
What happens after the session
You’ll receive a clear summary of the goals, the assumptions used, and the actions to take next. If you want ongoing support, the goals can be built into your regular reporting so you can compare actual results to plan and adjust as you go. You can also use the outputs to guide budgeting, pricing decisions, and tax planning conversations.
