Accountants: Achieve your goals this year and love your work life

Busy accountant working at home

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Recently, my blogs have covered what holds you back from achieving your goals as an accountant. I have also written about how to set those goals. Now it’s time to get a plan in place to ensure you hit those goals!  This is the sort of thing, as accountants, we help clients with frequently, but our own goals can get swallowed up if we’re not careful! Make sure this year is the year you achieve your goals too.

Hi. I’m Anna Goodwin, your friendly finance mentor.  With over 30 years of experience, I know how important it is to have a plan in place if you want to achieve your goals.

Possible Goals

Perhaps you would like to:

  • work in industry
  • work in practice
  • set up your own accounting practice
  • work in audit
  • work internationally
  • work for a charity
  • retrain and specialise in tax
  • work for HMRC
  • become a financial tutor


There’s so much choice out there, it’s easy to feel overwhelmed as to what to do next to achieve your goals. Once you have an accountancy qualification there are a lot of avenues open to you. That’s why it’s important to give yourself time to think about what you want to do and do your research. Then you can prepare to achieve your goals.

Plan for your future

Start thinking about what your ideal life would look and feel like.

  • Take time out
  • Set aside some time dedicated to thinking about your future.
    • What is important to you?
    • How do you want to live your life?
    • What do you enjoy doing in your work life?
  • Jot down your answers.
  • Which of the options available to you as an accountant would best suit the answers you’ve given?
  • Do some research online and consider each option. A coach/mentor could help you decide. Think about:
    • whether you already have the skills required or will you need to achieve further qualifications or undertake some training.
    • the financial implications and how you will deal with them.
    • the benefits of each option.
    • what could stand in your way.
    • who you need to talk to for some additional information.

Your plan of action

Let your mind wander and think about what you would enjoy doing the most if there were no financial constraints.

Have a look at the free resources below – including my future planning mind map.

Basically, I believe the crux of this is to think about the aspects of the job you enjoy the most. Then think about how you could use these in a different role within your existing firm or maybe somewhere completely new.

Start to make notes and decide on the pros and cons of all your options.

Write down what your priorities are within a job – maybe this is the financial reward or being close to home or having flexible working.

Maybe during the pandemic you have been working from home and your priorities have changed. Many people have had more time to think about what is important to them, their values in life.

The majority of accountants will have worked from home so maybe this had caused you to rethink how you used to work and whether you want to go back to the same role or do you want to start planning a new work life?

Lots to take on board but now is a good time to consider it. You may have more time at the moment as you are likely to be working from home so don’t have any travel time. Even if you are heading back to the office as lockdown eases, make time for yourself to consider your future. You spend so much of your life in work that you need to be sure you are enjoying it!

Once you have a list of options and have done some research, I would suggest you work with a coach/mentor to talk through the options. They will help you consider the pros and cons as well as assist in coming up with a plan of action to achieve your goals.

When you have set your priorities and come up with a plan of action which includes the steps you need to take and the timescales, you will be on your way to achieve your goals.

Set some deadlines and keep to them. Use your plan to ensure that you are moving in the right direction, sticking to timescales and getting closer to your dream role. If you find yourself getting a bit stuck, imagine your new life and how it will feel to achieve your goals. That will soon get you motivated again!

Whatever you do, don’t just stick with what you are doing because it is what you know. It is very easy to just carry on even though you don’t enjoy what you’re doing. You have the power to make a change and live the life you want to live, so take this opportunity and get started.

Good luck!

Next time, I will concentrate on successful budgeting for individuals.