Miami Accountants Must Consider Putting a Business Plan in Place
- Top Miami Accountants spend the same hours at work as low and mid-level producers but use time differently.
- Top Miami Accountants think through and document who they want to serve and how to reach those clients. They plan, then act.
- 80% of Miami Accountants producing $1 million or more have written plans vs. 7% making $75,000 or less.
- Describe your accounting firms as it exists today, focusing on clients and relationships.
- Describe your accounting firm as it exists today, focusing on revenue and assets.
- Assess the factors that may impact your ability to achieve your objectives.
- Describe your practice in its ideal state.
- Set SMART (Specific, Measurable, Attainable, Realistic and Time-Bound) results-oriented goals around Revenue, Client Acquisition, and Assets
- Set Soft Goals oriented around the things that support the achievement of your Business Goals. (Ex: Office environment, technology, etc.)
- Outline the specific strategies you will employ to reach your goals. (Ex: Market seminars, Networking Groups, etc.)
- Determine the tactics will you implement to support the strategy. (Ex: Bi-monthly seminars on a variety of topics)
- Detail the action plan that will be used to ensure each tactic gets completed (Ex: Purchase leads, develop presentation, secure approvals, etc.)
- Remember that most people don’t plan to fail. They fail to plan. So take some time to plan for your success.
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