Planning to Succeed

“A good plan is like a roadmap. It shows the final destination and usually the best way to get there.” – H. Stanley Judd


Understanding the need to Plan

Planning is crucial to any business. Planning your bookkeeping business is no different. Planning identifies what you want and where you are trying to go. It will save you time and money in the end if you know exactly where you’re going and how you’re going to get there.

It’s a good way of organising your thoughts, laying them out on paper and then chunking them down so you can act on those to-do lists. To have a plan will reduce your stress levels and the frustration of knowing where you want to be but just can’t get there. It gives you focus on what you’re trying to achieve. Unfortunately most bookkeepers are too busy to plan where they are going.

It’s not that difficult to plan where you want to go, but it does require a little bit of time in sitting aside quietly and writing out your direction of where you want to go and what you’re trying to achieve. I used to love to go down to a little kiosk by the beach; I’d sit there by myself, overlooking the water and plan my week. I found a place where I could clear my head and not be distracted by other things such as home duties and family. Where is your place?

Sometimes I’d go down on the weekend, have a coffee, and spend an hour or two just thinking about where I wanted my business to eventuate. It was very beneficial, I could have clear thoughts with no distractions and being in that setting it was very invigorating. The times where I didn’t get to do much planning or work out what I was going to do for the week, were the weeks that were the most ineffective. You’re a lot more efficient, get a lot more done if you plan ahead and know what you’re going to do. It’s so easy to lose time when you don’t have a direction. When this happens, you become overwhelmed and frustrated because you have so much to do and there’s no planning or forethought going into when I’m going to do it and how it’s going to get done.

Planning your bookkeeping business is the pre-work of achieving your goals. It involves identifying exactly where you want to be in a defined period of time, which allows you to put actions into place to achieving those goals.

Do you regularly take time out to plan? Do you have a clear plan or are you just going day to day, working for your clients and not taking much notice of what you want?



Katrina Aarsman (BAcc) built a successful bookkeeping business over 15 years and sold in 2015. She now focuses her energies in helping other business owners grow their bookkeeping business with an emphasis on automation. Katrina offers customised mentoring programs, strategy sessions and webinars. She would love to connect with bookkeepers with a desire to grow.

m: 0414 823 862