In part 4 of this PFP Section podcast series, Mackey McNeill, CPA/PFS, discusses how to keep the annual plan alive through effective measuring. You can use this in your own business and for your relevant clients. Mackey describes the importance of preparing easy and effective reports with visual metrics that anyone can understand. This allows everyone on the team to quickly see where the business is today compared to the goals. The more frequently business owners and their teams keep their attention on the goals and where they are, the more likely they are to make their vision a reality. Hear more about how Mackey creates high level metrics to stay on track with goals in this episode.
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To dive deeper on this topic, register for Mackey’s webcast, The Prosperity Playbook: A Business Owner’s Journey to Time, Mind, and Money Freedom.
Download the Grow Four Ways and Cascading Metrics Process tools.
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by theCPA/PFS credentialprogram, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online atwww.aicpa.org/pfpto join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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