Goldilocks, The Three Bears, And Effective Goal Setting

Terry Starbucker

Once upon a time, there was a little girl called Goldilocks…… I’ve done a lot of budgeting, planning, and goal setting over the course of my career. I started as a CPA back in 1982, and was always pretty handy around a spreadsheet (even when they were just 12-column green pads). Trouble is, there always seems to be a zillion factors that can affect the ultimate prediction of that goal. Leadership goal setting Goldilocks principle three bears

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Just for Entrepreneurs: How to Choose the Right Financial Adviser

Strategy Driven

To help entrepreneurs succeed financially at work and in life, they need both a great CPA and a trustworthy financial adviser. With the right person to watch your financial back, you’ll have the freedom to focus on what really matters to you: your family, your goals, and your company.


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The Timeless Strategic Value of Unrealistic Goals

Harvard Business Review

As an idea, strategic intent is about setting a bold and ambitious goal, out of all proportion to a firm's current resources and capabilities. I did my chartered accountancy degree in India (the equivalent of a CPA), got my doctorate in accounting at HBS, and was teaching financial and managerial accounting at Dartmouth's Tuck School of Business when I read the "Strategic Intent" article. I've even contributed to this literature on goal setting. Gary Hamel and C.K.

Never Trust, Always Verify

Leading with Trust

He’s not a CPA. They achieve goals consistently and develop a track record of success. Never trust, always verify. I saw this tagline recently in an advertisement for a digital security product. The company’s message was straight-forward and clear—when it comes to digital security, you should never, ever, ever trust anyone or anything. Always verify. Sadly, this advertising tagline struck me as ringing true for the way many people treat relationships in this day and age.

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Not Sure Who to Trust? Start by Asking These 4 Questions

Leading with Trust

You want to trust someone who has a track record of success in relation to the specific goal, task, or project. It would make sense to trust your CPA to prepare your tax returns but not to diagnose and treat an illness. It can be difficult knowing who to trust.

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(How I Discovered) The Incredible Power Of The Two Most Important Words

Terry Starbucker

I spent hours at my cubicle just studying up for the CPA exam, and serving as a “go-fer” for the higher ups in the office (lets just say I knew my way around the copy and storage rooms). I grinded it out, page by page, audit item by audit item, until I achieved the goal – a “clean” set of financial statements. It was the fall of 1982. I was 3 months out of college, working for an accounting firm in San Antonio.

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Improving Your Company Starts with You

Strategy Driven

And while it might sound like overkill, it can actually be relatively straightforward to prepare for CPA exam on the side, and obtain many useful skills that you can immediately apply to your organization in its current state. And pretty much any company’s goal is to grow constantly. Many leaders wrongly attempt to improve their companies with a bottom-up approach, focusing on the smallest issues and hoping to work their way up.

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Competition: What Competition?

Strategy Driven

Advisors can step in and create processes which will make sure the company hits its goals. Things such as ROI or ACV and CPA are the sections which need monitoring. Photo courtesy of the U.S. Navy via Wikimedia and flickr. A business has to deal with a lot, but the competition is the main opponent. With one stroke, your competitors can make or break your success, which is scary. To end up the victor, you have to ensure that the firm is always one step ahead of the game.

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August Issue of the Strategy Execution Newsletter

Six Disciplines

They're focused, they're staying on track, they're being held accountable, and they're meeting the goals they've set out for themselves - consistently - quarter after quarter. Their Six Disciplines business coach very quickly becomes a trusted advisor relationship that last s - very similar to the relationships you already have with your CPA, your attorney, or your banker. Six Disciplines business coaches help organizations achieve goals they themselves could not otherwise reach.

Healthy Habits Of Successful Leaders – An Expert Roundup

Joseph Lalonde

I adore my CPA and bookkeeper and we strive to be generous with what we have. I have found that with self-awareness comes clarity about my goals and vision for my life. They can focus on the goals they have set before themselves and not get distracted by the noise of the world. The goal of successful leaders is to make a few fundamental decisions which simplify thousands of future decisions. I set goals and stick with my plan to achieve them.

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Raising Capital Through Angel Investors

Women on Business

All three are involved in angel groups and if your goal is raising capital you do not want to spend three months speaking to a CPA that never invests in companies but is there to pick up new clients. Is your business in need of capital? If so this article is for you! If you are like most people the answer is a loud, YES!

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44 Content Marketing Agencies Defined by 65 Marketers

Miles Anthony Smith

The answer to that depends on your goals, budget, etc., Another piece of advice is to set measurable goals. If you fail to set goals and measure whether or not your content marketing helps you achieve them, you'll never know if it's working or not. Jennifer Radke Understand the needs and goals of your audience, not the business goals. Catherine Tims Know your audience and your goals That there's a “secret formula” for success in content marketing.

Many Employees Have a Mid-Career Crisis. Here’s How Employers Can Help

Harvard Business

KPMG offers a very structured CPA mentorship program to ensure its newer employees succeed in detail- and compliance-oriented areas. If a a position at another branch or in a burgeoning locale makes sense for a company’s future goals, approaching an experienced employee who still has years left in her career may flame her enthusiasm while solving a problem for the organization. HBR Staff.

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Can You Afford to Change Your Career?

Harvard Business

Or if you’re leaving an industry that requires a certification (such as a CPA), maintain any licenses or credentials until you’re entrenched in your new career. But moving to a career that makes you happy to get up and go to work every day will help you remember that your short-term sacrifices are in service of your long-term goals. anniepaddington/Getty Images. Who wouldn’t want a meaningful career and better balance between work and home?

What to Do When a “Devil’s Advocate” Tries to Derail Your Project

Harvard Business Review

The goal should be to address legitimate concerns while foiling spurious objections. ” Goehner’s answer drills down to the heart of the matter: the disproportionate effect of the CPA profession’s culture on partner-track women. ” The answer: “We need to ask women what they want and find out what it will take to help them achieve their goals.” ” Focus on shared goals, not winning this argument.

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