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Peerview Data Insights

Evaluating Your Goals as a CPA-Turned-Consultant

Being goal-oriented is what this fast-paced world we live in thrives on. If you don’t have your sights set on achieving “something” or going “somewhere” then you might as well be doing nothing and going nowhere.

This is especially true in the world of business. You can keep moving and adapt to changes or be left behind by the competition  something your business clients know all too well.

They can identify with the feeling of rushing to figure out their next big move or even how to switch things up monthly to keep things fresh. This is why it’s your duty, as their consultant, to help them set goals for themselves and guide them on their journey to reaching them.

Naturally, each piece of advice you provide your clients will be personalized based on their specific business, needs, and goals. But something you should also take into consideration is what your own goals for business consulting might include. What do you hope to gain in the process of consulting your clients? Is your goal to get your clients out of the red by next tax season? To be more in-tune with what your clients’ businesses are doing throughout the year so you can help them avoid trouble spots you tend to come across with them during tax season? Or perhaps your goal is simply to become an asset to your clients year-round?

Take a moment. Consider what you hope to gain by consulting with your business clients. There might be more opportunities in front of you than you think.