Business Plans · July 30, 2026 · 4 min read
A one page plan that changed the year
A senior accountant replaced scattered goals with a personal business plan and grew advisory revenue.
Senior manager, accounting practice
1
Page plan
25%
More advisory work
12
Months on track
The challenge
Busy season always crowded out growth. Goals lived in his head, and progress was impossible to measure.
The approach
Together we wrote a personal business plan on a single page: focus clients, three growth priorities, monthly actions and a simple way to check progress.
The results
Advisory work grew by a quarter over the year, and the plan became the agenda for his reviews with firm leadership.
“For the first time I knew exactly what to do each month to grow.”