20: Check in: How to assess, adjust, & achieve your goals episode artwork

EPISODE · Mar 26, 2025 · 21 MIN

20: Check in: How to assess, adjust, & achieve your goals

from Beyond The Books: Small Business Success · host Lexi Vance

It's not an either/or when it comes to your small business and personal goals. You can have personal goals and business goals. More often then not, they are going to overlap and make you a better person in each avenue of life.Stop making excuses for not knowing your numbers. Finances are not scary. They will tell you where you have been, and you can analyze and determine where you are going.Setting goals is easy, but tracking to your metrics are more important in gauging your success. Your goals may not go as planned, that is why check-ins are important for identifying progress. Find that quiet spot and ask yourself these 5 questions: What were my 3 biggest wins?What challenges or obstacles did I work through (what worked vs what didn't)What surprised me about my goals?3 goals for the next quarter.What will I do different in the next 90 days?Full show notes here: servicebasedbookkeeper.com/E20Grab your free resource: Respond to Pricing Push back with Confidence

It's not an either/or when it comes to your small business and personal goals. You can have personal goals and business goals. More often then not, they are going to overlap and make you a better person in each avenue of life.Stop making excuses for not knowing your numbers. Finances are not scary. They will tell you where you have been, and you can analyze and determine where you are going.Setting goals is easy, but tracking to your metrics are more important in gauging your success. Your goals may not go as planned, that is why check-ins are important for identifying progress. Find that quiet spot and ask yourself these 5 questions: What were my 3 biggest wins?What challenges or obstacles did I work through (what worked vs what didn't)What surprised me about my goals?3 goals for the next quarter.What will I do different in the next 90 days?Full show notes here: servicebasedbookkeeper.com/E20Grab your free resource: Respond to Pricing Push back with Confidence

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20: Check in: How to assess, adjust, & achieve your goals

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This episode was published on March 26, 2025.

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It's not an either/or when it comes to your small business and personal goals. You can have personal goals and business goals. More often then not, they are going to overlap and make you a better person in each avenue of life.Stop making excuses for...

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