Dec. 21, 2020

117 Create Your 2021 Goals & Strategic Plan for Your CPA Firm

117 Create Your 2021 Goals & Strategic Plan for Your CPA Firm

Have you planned your 2021 yet? Do the time, money, and the math all add up?

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****** BEFORE we JUMP IN ******

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****** NOW onto the SHOW ******

Create a different 2021.

It was a hard year. 

I suspect you don't want 2021 to be a recreation of 2020. 

But it's easy to get sucked under, and run on autopilot. 

It's easy to let your business run you, and dictate your day-to-day. 

It's ok (sort of), it happens to most of us. 

But if you want 2021 to be really different from 2020, now is the time to think about what you want it to look like, and what choices you will make to create that different reality. 

Taking a wild guess that you like spreadsheets, I put some together to get you started, and to actually get you putting pen-to-paper (ha) on your numbers, money, math, and time. 

  • How many clients will you have?
  • And at what prices?
  • What work will you decline?


These are choices you may want to make now, before the next wave of busy washes in.

Are my spreadsheets perfect? Could they be more sophisticated? (No, Yes.)

Are they better than starting from scratch? (Yes.)

Set aside an hour or two, and build out Your. Amazing. 2021. 

Would love to hear how it goes, and what your "Holy Heck Yeah" goals are.




  1. Watch Video – TEMPLATE - 2021 Financial Goals & Strategy


  1. Here is a link to the G. Spreadsheet:


  1. *MAKE A COPY* - and customize to your heart's content.


BONUS: consider creating something similarly useful for your top clients. :)


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