Speaker (Fractional CFO GPT) argues that written goals and an actionable plan are essential but often missing among clients. In the context of tax, bookkeeping, and CFO strategy work, the speaker emphasizes that professional success depends on clients having clear revenue/profitability targets; without those goals it is impossible to build effective tax plans or quarterly estimates.
We know that goals are important. We know that it's important to have goals. We know that it's important to have written goals. We know that it's important to have an action plan. But so few of us have them. I think a lot of times our industry, we tend to be probably a little better than average with having goals, especially financial goals, but our clients really struggle with it. When you think about the kind of work that we do, whether you are doing tax work, if you're doing bookkeeping work, or if you're doing CFO strategy work, really our success hinges on our clients having some idea of what their goals are. It's impossible to put together a tax plan or to come up with quarterly estimates if you have no idea what they're gunning for for revenues or profitability next year.
