The two things that will help make your business a success in 2023

“This will be the year we hit $2 million in revenue.” “In 2023 we will sign 10 new clients.” “We will buy that office space we’ve had our eye on this year!” As a business owner your goals for 2023 may vary, but one thing is for sure, you have a target in mind. The question remains, how do you get there? What are the steps you need to take in order to succeed? What is your timeline and what assets do you need to achieve your goal?

In most cases, you are probably already at full capacity and pulling away from your daily obligations to reach your goals is tough. Meanwhile your employees may have some capacity, but not enough to focus on such a large task. Without working around the clock or micro-managing your staff, it seems near impossible to develop, manage, and fully execute a realizable plan for success.

Sound all too familiar?

Coveted Financial continues to help business owners just like you each and every day! In fact, we’ve been meeting with our clients throughout Q4 to create manageable plans for their 2023 goals and we found two absolute consistencies across the board: automation and outsourcing.

Automation
Over the years we have touched on a number of financial softwares that simplify your billing and payment processes. For instance, we utilize T-Sheets (now Quickbooks Time) to track employees time per client. This software integrates with Quickbooks so we can easily bill customers at the end of the month, as well as pay employees based on the time they worked.

Financial automation is just the tip of the iceberg. We’ve helped clients instrument automations that save time on operations, manufacturing, marketing, and so much more. Not only does it give you more time to spend on reaching those goals, most of the times it is more accurate.

What processes can you automate in 2023 to help you reach your goals?

Outsourcing
At Coveted Financial, it is no surprise we are a proponent of outsourcing! Our clients utilize our services on an outsourced basis. Not only do we think it provides expert level support for your organization but it also provides valuable teaching and training for your staff-making them more invaluable. We work hand-in-hand with your team so you can leverage our knowledge!

In addition to outsourcing financial reporting, Coveted offers marketing and operations outsourcing where we can work with your staff OR take on the project as a whole. Need a website built? We can help. Looking to implement a project management software? We have experience!

Outsourcing doesn’t always mean working with a local expert. Gusto is a software service that we have utilized in the past-and in this case it offers outsourcing. From payroll and benefits, Gusto is an all-encompassing solution outsourcing.

What can you outsource in 2023 to give you more time and knowledge?

As you head into 2023, consider booking a complimentary introductory appointment with Coveted Financial. We can look at your current processes, discuss your goals, and make a plan for success. Call 630-447-0448 for more information to book your appointment.