Achieving Goals Together.
With the dawn of a new financial year, it seems appropriate to turn our mind to the setting of goals. At Johnsons MME, we can assist in setting and measuring goals and are passionate about being part of your team and achieving goals together.
Balancing Financial and Personal Goals
While one of our strengths is numbers, we’re also primed to assist you achieve your personal goals, and we understand that financial and business-related goals are often fuelled by personal goals and aspirations.
- Financial (I will have $300,000 in my business savings account by 30 June 2026).
- Business (My staff will grow from 3 employees today, to 6 employees by 30 June 2025 and sales will grow by 20% annually for the next three years).
- Personal (I will be mortgage free by 1 January 2030 and go on a month-long holiday abroad in December 2025).
The Goal Setting Process
The process of setting and measuring goals is different depending on your circumstances. Your Johnsons MME advisor can assist by:
- Helping to ensure you have a good understanding of your current position – your assets and liabilities, strengths and opportunities. From a position of strengthened financial standing you will be supported in your strategic decision making.
- Reviewing prior periods, reflecting with you to help you make informed decisions that will have an impact of the success of your business.
- Identifying and prioritising specific, measurable, achievable, relevant and time-bound goals.
- Developing an action plan designed to help motivate and guide you as we work towards achieving your goals.
- Developing budgets and cashflow projections to assist with measuring your actual results against expected or required results.
- Review of budgets against actual results allowing for identification of trends, potential issues and opportunities for managing operational costs or developing strategies to maximise income or increase productivity.
- Benchmarking your actual results against financial data, market analysis and industry averages and recommending targeted strategies to drive efficiency and competitiveness of your business.
- Reviewing accounting and payroll software and processes to ensure access to timely and reliable live financial data. We can provide suggestions and assist in implementation of strategies to allow for automation and integration.
Contact Johnsons MME
If you’re interested in a discussion about how we can support you and your business, please contact your Johnsons MME advisor today.
We look forward to celebrating your achievements with you.
Tash Battye
Assistant Manager - Business and Taxation Services