Setting goals for you and your business for the new financial year
The start of a new financial year is the perfect time to hit refresh.
Whether you’ve had a strong year or one that’s tested your resilience, now’s the time to reflect on where things are at—and more importantly, where you want to go.
At Cross Group, we often work with clients who want to set goals, but aren’t quite sure how to begin. Here are a few practical steps to help you turn your business aspirations into real, achievable goals for the year ahead.
1. Envision Your Future
Before setting goals, take a moment to ask yourself:
What do I really want?
Think big—this could be expanding your team, automating more of your processes, breaking into new markets, or simply freeing up more time for yourself.
Then consider how your business can support those goals. What would success look like in five or ten years? When you know what you’re working toward, it becomes much easier to set meaningful goals that support your bigger vision.
2. Set Measurable Goals
Vague goals are hard to stick to. Instead, choose clear targets you can track.
For example:
Increase net profit by 3%
Reduce expenses by 2%
Gain two new customers a month
Grow your database by 50%
Having numbers to aim for keeps you accountable and gives you a clear way to measure progress.
3. Create a Plan for Each Goal
Once you’ve set your goals, break each one down into actionable steps.
This doesn’t have to be complicated—sometimes it’s just about writing your ideas down or having a quick strategy session with your team or advisor.
The important part? Knowing who’s doing what, and when.
4. Monitor Your Progress
Check in regularly.
Set reminders in your calendar or align your reviews with your invoicing cycle—whatever helps you stay on track.
This is your chance to make tweaks, troubleshoot challenges, or even spot opportunities you didn’t see before.
5. Celebrate Along the Way
Don’t wait until the end of the year to recognise your wins.
When you reach a milestone, reward yourself and your team. It could be as simple as a treating the team to a morning tea, a coffee run, a team lunch, or planning an event for the end of the year.
Celebrating progress keeps morale high and reminds you that you’re moving in the right direction.
Not Sure Where to Begin?
At Cross Group, we help business owners just like you set clear goals, develop plans, and put the right systems in place to track progress.
Whether you want to improve cashflow, streamline your operations, or plan for growth, we’re here to help you get clarity and take action.
Let’s work together to make this financial year your best one yet.