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How to set Financial Goals to help you build a DaM Good Business™

An on-demand self-paced workshop + workbook to set practical, actionable financial goals that work for you.

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Instant Access | £8 | Includes PDF Workbook

January has energy.
Fresh notebook energy.

"This is the year I get my business numbers sorted" energy.

But when it comes to financial goals, a lot of smart business owners either:

  • avoid them completely, or

  • pick a number and hope for the best

 

This workshop exists to give you a better starting point.

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What this workshop helps you do

 

In this short, practical session, you’ll be guided through a simple process to:

  • reflect on last year without judgement

  • understand what your business actually needs to earn

  • set a clear, grounded financial goal for 2026

  • break that goal down into something realistic and usable

  • factor in profit, sustainability, and your energy — not just revenue

 

This isn’t about hustle or six-figure fantasies.
 

It’s about direction, clarity, and making better decisions.

What you'll get

✔️ Instant access to the recorded workshop
✔️ A step-by-step workbook you can complete as you watch
✔️ Simple examples for service and product businesses
✔️ A repeatable process you can come back to anytime

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Watch it in one go, or pause and return when it suits you.

Who this is for

This is for you if you’re:

  • self-employed or running a small business

  • tired of guessing with your numbers

  • done with vague goals like “do better this year”

  • ready for clarity, not overwhelm

 

You don’t need to be “good with numbers”.
 

Rough figures are absolutely fine.

Hi I'm Davinia

An Accountant, Advisor and Small Business Advocate with over 14 years of experience helping founders simplify their finances, grow confidently and ditch the overwhelm.

I believe in the power of simple, sustainable systems.

So you can spend your energy creating magic, not spreadsheets.

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Ready when you are

If you want a clear financial goal you can actually work with — and a way to stop overthinking your numbers — this workshop will help.

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£8 | Instant access

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