Goals setting session

Goals setting session

Measure the numbers that tie to your goals

A goal setting session is for owners who want to:

Know where your money went
(and what’s coming in!)

Make decisions based on accurate numbers,
not on what’s in the bank account

Get better insight into how
the business is doing

Plan for the future (because you’ve got
the numbers to back it up)

Here’s how we do it

  1. Get clarity on your goals

    What are your goals for the business? What do you want things to look like? The numbers we’ll measure will tie directly to your goals.

  2. Talk about where you’re at

    We’ll look at your current numbers and see where you stand in different areas, like revenue and expenses. This will give us a foundation to build on when we’re deciding what to measure in your business.

  3. Focus on key areas

    We’ll pick 2-5 key areas of your business to measure that support your goals. Over the next 6-12 months, we’ll monitor each of those areas and make adjustments as needed.

  4. Track, monitor and make changes

    You’ll meet with us regularly to talk about what the metrics are telling you about your business. We’ll help you decide what changes you can make and actions to take based on that information, so you can stay on track to meet your goals!

What you’ll get

A living document, updated regularly,
showing you things like:

Revenue & expenses

Cash flow

Key metrics

(numbers you can actually
control in the business!)

Sound good? Great!

Get started