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NZ CA is an association of independent Chartered Accounting firms, proactively working together for the benefit of our clients.

How to plan for a Successful Year

Published: 11th March 2019

Author: www.fullfocus.co.nz

Published in: Trial Balance

One key thing will make the difference between an ordinary year or an extraordinary year. If you plan for a successful year, it pays to set goals and objectives for yourself and your business for the next 12 months.

There’s no right way to set goals. People do it in different ways. What’s important is that you do set
them. Some people write letters to themselves. Others write stories that talk about what it’s like in 12 months time. Mindmaps are often used, and also the tried and trusted bullet-point list.

Get Your Goals Visible
Whatever method you use, to have the best chance of success make sure you write them down and formalise them.  

They need to be visible, in your face on a regular basis and not gathering dust in your drawer. It could be a wall chart, a graph, a vision board, or a formal set of goals. Put them in a noticeable, readable and recognisable form. This will take you a long way towards achieving them.

Having Trouble Defining Your Goals?
If you’re struggling to define your goals, think beyond the time-frame you’re looking at. Ask yourself “what does success look like and feel like for me?” Then come back from that longer term vision to a closer time.  Consider what you should be doing in the next, say, 12 months, to head you towards that longer term vision.

As a business owner it’s easy to fall into the trap of limiting your goal setting to your business. Try taking the big picture view. Consider family, health, financial etc. As well as setting objectives you want to achieve, you could also set objectives for things you want to stop doing.

Making Time To Do It
The best time for goal setting is when you’ve got some quiet time away from your everyday activities. You could set aside some time this weekend to plan your goals. You might be lucky enough to grab some time away from your business during the week.

Decide what works for you and make an appointment with yourself to do it. Clear goals for yourself and your business for the next 12 months (and longer) will give you a direction to aim towards. It will also simplify any decision-making required along the way.

SMART Goals
Make sure your goals are SMART …. or better still … SMARTER
S pecific (what, how and why…)
M easureable (“losing 10 kg” vs “losing weight”)
A chieveable (is it attainable?)
R ealistic (do you have the resources to achieve it)
T imely (by when?)
E thical
R ewarding

Create Your Future
Remember the past doesn’t determine the future. You may have set goals before and didn’t achieve them. This doesn’t mean this will be so in the future. Goal setting can sometimes be a bit scary. There’s always the risk of non-achievement in the back of your mind. And it seems the bigger the goal the bigger the doubt.

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  • Southland
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RSM New Zealand Group

RSM consists of three New Zealand member firms of the global international audit, tax and consulting group - RSM. RSM is represented by three local, long standing firms in New Zealand, RSM New Zealand (Auckland) Limited and RSM New Zealand (Auckland North) Limited and specialist audit and assurance firm RSM Hayes Audit. The legacy of the representative firms spans over 70 years in Auckland and offer local knowledge and worldwide connections which allow us to provide the best possible resources for our clients.

RSM provides a full range of accounting and advisory services and we are committed to helping you grow your business. As well as what you would expect from your accountant, we also provide specialist services in Audit, Tax and Business Consultancy to clients across a diversity of industry sectors.

As a firm we provide strong service benefits to our clients. Our simple structure enhances business efficiencies and underpins our client focused culture, ensuring ready access to our partners and senior team members.

We seek to bring you the best of both worlds. Expert local experience combined with the sixth largest international accounting network of independent audit, tax and advisory firms.

Region: Auckland

Phone: 0800 774 623

Accounting HQ Limited

Accounting HQ Limited is a client focussed chartered accounting firm. We believe in supporting our clients in all their financial matters and although we are a small friendly local firm we do offer a full range of accounting services for all requirements.
Accounting HQ Limited Chartered Accountants (CA) came from the merger of the Iles Casey Partnership, Farquhar Accountants Limited and Graeme Lee & Associates Limited, Chartered Accountant practices.

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Wallace Diack Chartered Accountants Ltd

With over 50 years combined experience in New Zealand, Wallace Diack is committed to providing a comprehensive range of practical accounting services for today's economic environment that help you realise your goals.

We appreciate that selecting a firm to entrust with your accounting requirements is an important decision, intensified by rapid economic changes, increases in competitive pressures, and resource availability. With our benchmarking, cash flow forecasting, and other tools, Wallace Diack is well placed to help you make an informed decision.

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Whitelaw Weber Limited

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Southey Sayer

Offering a full range of accounting and business development services, tailored to meet the needs of each individual client. The wide range of expertise and experience within the firm is shared amongst the partners and their teams for their clients benefit. Services and products offered are fully flexible there will be no expectation to conform to a certain product or pricing structure.

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Phone: (06) 370 0811

BW Miller Dean Ltd

BW Miller Dean Ltd was formed on 1 April 2016 with the merger of two long standing Wellington chartered accountancy practices: BW Chartered Accountants Ltd and Miller Dean Chartered Accountants Ltd. 

BW Miller Dean pride themselves on building relationships based on trust with clients through personal, individual attention, and always being available to help their clients with specialist Accounting or Finance functions when needed.

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Marshall & Heaphy Limited

Central to the culture of the team that has been developed over their history, is the belief that successful and sustainable businesses are the backbone for the West Coast community. Great businesses create jobs, keeping people and family together on the Coast, building a sustainable community.

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