What are your business goals for the year ahead?

June 18, 2025

What will you do differently this year to enable your business to thrive? Conducting a past-year review with our experienced advisors will provide valuable insights for this year's goal-setting.

The beginning of a new calendar year is an excellent time to review last year and reflect on what worked, what didn’t, what you’d like to change and new things you want to implement.


Take the time to review the year and acknowledge all that has happened, good, bad or indifferent. Examining the year with an objective perspective can provide valuable insights to prepare for the coming business year. Planning and goal setting will help provide a focus for your business efforts.


Your Yearly Business Review


  • What were the most significant impacts on your business in the last 12 months? How well did you meet the challenges?
  • What worked well last year? What systems, technology, products or services were successful?
  • What accomplishments can you celebrate?
  • What situation, event or experience provided the biggest learning opportunity?
  • What is the biggest challenge or frustration you face as you prepare for the year ahead?
  • What did you most enjoy during the year? Do more of it. What did you least enjoy? Do less of it!
  • Analyse your financial reports. Are you earning what you’d like to? Is the business sustainably profitable?


Get Ready for a Great Year


While there are many metrics you could evaluate to track business performance, we’ve given you just a few ideas to inspire your business planning for a positive start to the year. 


If you’d like to chat about what you can do differently this year to enable your business to thrive, book a time with us today.

5 signs you’re undercharging
August 28, 2025
Are you undercharging for your fees? We’ve got the five warning signs that can help you diagnose whether your prices are too low.
Interest rates come down: how could this affect your business finances?
August 28, 2025
The Reserve Bank of Australia has lowered interest rates. What does a drop in interest rates mean for you, your business and your financial opportunities?
The right to work from home: the potential impact for your employees and business
August 28, 2025
Proposed legislation from the Victorian Labor Government could offer your employees the right to work from home 2 days per week. We’ve outlined how to make the most of WFH.
Should you buy or lease your business assets?
August 28, 2025
Should you buy or lease your new equipment? Here are some pros and cons of each. We also can review your financial position, cashflow and cost base to decide whether buying or leasing is the right thing for your business.
The ATO's new Tax Toolkit for small business owners
August 28, 2025
The ATO’s updated Tax Time toolkit is your 101 guide to business taxes. We’ve summarised the key resources you can find in this toolkit, with links to the ATO site.
Selling your business: what happens once you exit?
June 18, 2025
You’ve sold your business! But what happens now!? We’ve outlined five potential pathways your post-sale life could take, and how they help you find new goals and lifestyles.
Selling your business: getting a good deal
June 18, 2025
Are you ready to sell your business? Here are six important ways to secure the best deal, through solid negotiation and a deep understanding of your core strengths as a company.
Getting help with your small business debt
June 18, 2025
Is your business debt getting out of control? Come and talk to us about strategies for reducing debt and getting cashflow under control.
ATO Announces 2025 Tax Compliance Priorities
May 29, 2025
The Australian Taxation Office (ATO) has unveiled its compliance focus areas for the 2025 tax year, highlighting the importance of accurate claims and thorough record-keeping, particularly for small businesses and individuals.
What makes a business expense tax deductible?
May 27, 2025
The ATO recently published some ‘wild claims’ that business owners had tried to make for business expenses. But what CAN you claim and what CAN’T you claim? We have the answers.