Taking it from the top in financial planning

December 31, 2020

By John P. Napolitano, Accounting Today

Notwithstanding the horrors of 2020, 2021 ushers in a new breed of hope and concern for all. A new year is a new opportunity to start off on the right foot and improve on everything that you do for your clients, staff and firm.

In our firm, we use each January to update our business and strategic plan, and lay out the tactics that we’d like to implement over the next 12 months. We break our tasks down into 90-day chunks, so nothing feels too overwhelming at any point in time. And as you may expect, the plans made each January provide a general direction with full knowledge that some will change as we execute and improve along the way.

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