Annual Goals


Planning how much revenue, how much your key costs and expenses need to be, how much you can take in distributions, and what you need to reserve for business reinvestment is a complex process. And though that complexity cannot be entirely eliminated, we've tried to make the process as simple as possible for you.

By inputting just seven key variables about your business - starting with your draw or take home distribution goal, our Annual Goals worksheet will help you create a financial plan (and set of financial goals) for your business where everything "works together."  As in... all business costs and expenses, all owner distributions and taxes, all business re-investments are covered by a sufficient level of revenue/sales needed to make everything work in sync. 

You can download it below, and we invite you to start using it right now!

annual goals PLANNING TOOL