Skip to content

This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Close
AICPA-CIMA
  • AICPA & CIMA:
  • Home
  • CPE & Learning
  • My Account
Journal of Accountancy
  • TECH & AI
    • All articles
    • Artificial Intelligence (AI)
    • Microsoft Excel
    • Information Security & Privacy

    Latest Stories

    • AI-driven spreadsheet tools — what CPAs need to know
    • Is spending on technology spinning out of control?
    • Using 3 Excel View tools to manage large spreadsheets
  • TAX
    • All articles
    • Corporations
    • Employee benefits
    • Individuals
    • IRS procedure

    Latest Stories

    • Job cuts mean strong 2025 tax season may be hard to repeat, IRS watchdog warns
    • IRS removes associated property rule in final interest capitalization regulations
    • Spouse is not entitled to sales proceeds in a judicial sale of taxpayer’s home
  • PRACTICE MANAGEMENT
    • All articles
    • Diversity, equity & inclusion
    • Human capital
    • Firm operations
    • Practice growth & client service

    Latest Stories

    • PCAOB publishes guidance related to Audit Evidence amendments
    • AI-driven spreadsheet tools — what CPAs need to know
    • Job cuts mean strong 2025 tax season may be hard to repeat, IRS watchdog warns
  • FINANCIAL REPORTING
    • All articles
    • FASB reporting
    • IFRS
    • Private company reporting
    • SEC compliance and reporting

    Latest Stories

    • SEC accepting Professional Accounting Fellow applications
    • SEC names new chief accountant
    • SEC ends legal defense of its climate rules
  • AUDIT
    • All articles
    • Attestation
    • Audit
    • Compilation and review
    • Peer review
    • Quality Management

    Latest Stories

    • PCAOB publishes guidance related to Audit Evidence amendments
    • AICPA unveils new QM resources to help firms meet Dec. 15 deadline
    • 8 steps to build your firm’s quality management system on time
  • MANAGEMENT ACCOUNTING
    • All articles
    • Business planning
    • Human resources
    • Risk management
    • Strategy

    Latest Stories

    • Business outlook brightens somewhat despite trade, inflation concerns
    • AICPA & CIMA Business Resilience Toolkit — levers for action
    • Economic pessimism grows, but CFOs have strategic responses
  • Home
  • News
  • Magazine
  • Podcast
  • Topics
Advertisement
  1. newsletter
  2. Cpa Insider
CPA INSIDER

How to embrace workplace goal-setting

The annual review process can be a career builder.

By Dawn Wotapka
January 14, 2019

Please note: This item is from our archives and was published in 2019. It is provided for historical reference. The content may be out of date and links may no longer function.

Related

January 7, 2019

Why accountants need to learn mindfulness

January 1, 2019

Considering consulting? Ask these questions first

December 10, 2018

Résumé secrets from a former recruiter

TOPICS

  • Professional Development
    • Communication

The beginning of the year means your boss is likely making you come up with professional goals to accomplish during 2019. But instead of just going through the motions, seize this as a chance to develop a career blueprint.

To get started, think back to what was asked during the job search: “Where do you see yourself in five, 10, or 15 years?'” said Joni Holderman, a career coach based in Myrtle Beach, S.C.

By using your answer as a blueprint for the future the goal-setting tradition can become a welcome chance to grow and groom yourself professionally. Here’s how:

Break it down. Once you have your large goal in place, break it down into several achievable milestones. “You can’t just say ‘I want to go from Point A to Point B,'” explained David Almonte, CPA, CGMA, an audit manager at DiSanto, Priest & Co. in Providence, R.I. If you want to become a firm partner, ask yourself what you need to do to get there, Almonte suggested.

Michel Valbrun, CPA, an internal auditor with Verizon, also uses the step system. “If you don’t have smaller tangible goals in between, you can become overwhelmed,” he said. Valbrun, who is based in Atlanta, said his biggest professional goal sits outside of the typical internal auditing scope and is to help Millennials be more financially literate and responsible. He breaks down that lofty goal into achievable milestones that involve networking more, prioritizing personal development such as attending communications training, and increasing his perception as an industry authority by coordinating team training and community events about financial literacy in order to reach those younger audiences.

Strike a balance. Don’t start with goals so complex that you set yourself up for failure. “A lot of times, people just take on more than any one person could accomplish, and they set themselves up for not accomplishing everything,” Holderman said. “It’s better to set one goal a month and accomplish it.”

Of course, don’t make it so easy that you’ll be done early in the year. Almonte likes to pick a goal he knows he can accomplish and then stretch it a bit for a challenge. Instead of attending four networking events this year, make the goal six or eight. “You don’t want to put goals you know you’ll easily achieve,” he said.

Advertisement

Be SMART. Next, Almonte and Valbrun suggest being more specific by using SMART goals, a tried-and-true way to set and evaluate milestones in any field. Start with something specific (S), then make it measurable (M), attainable (A), relevant (R), and time-bound (T). For example, “I want to attend four industry networking events by December 31” would work better than “I want to meet more people” because it states exactly what you want to do and by when.

“SMART goals are extremely important,” Valbrun said. “They help you gain clarity. You want to make sure your goals are specific.”

Share. If your employer does not make you formalize your goals, write them down anyway. You could try a whiteboard or a piece of paper at your desk. “Having something that’s actually in writing does make it more real, instead of a nebulous idea that we can easily change,” Holderman said. “We realize that it’s important to us and it takes a much bigger commitment.”

Don’t think you have to keep your goals private, either. Find an accountability partner and set up times to check in with that person. Outside of the office, a significant other or friend can be a good support system. “Communicate your goals to others you trust so that they can help to hold you accountable,” Almonte said.

Check in. Simply setting goals and then checking on them during the fourth quarter won’t help much, so set times to evaluate your progress, whether weekly, monthly, or quarterly, Almonte suggested. This keeps them top of mind, increasing the chances you’ll implement the change or meet the goal. If you don’t, “you’re going to forget what they are two weeks after you write them down,” he said.

Almonte keeps several goals on a whiteboard at work, and he checks in on them often. Valbrun, whose 2019 goal is to be promoted to team lead, checks in with himself weekly. “If you’re looking at your goals more often, it just increases your chances of success, instead of coming to the end of the year and saying, ‘Oh, no! I didn’t do X, Y, or Z,'” he said.

Be flexible. Don’t worry if what seemed logical or desirable earlier in the year seems irrelevant as things change personally or professionally. “There can be new information that makes us realize that the goal is relevant in January, but it isn’t so relevant in June,” Holderman said.

Advertisement

Review. Finally, be sure to take time to reflect on what you’ve accomplished during the year. Even if you think you didn’t finish everything you wanted to, you might realize you’re actually farther along than you think, Holderman said. “We probably spend an hour, at least, thinking about the problems, compared with 10 seconds for how great we did,” she said. “Celebrate the successes.”

Dawn Wotapka is a freelance writer in the Atlanta area. To comment on this article or suggest an idea for another article, contact Chris Baysden, associate director – content development, at Chris.Baysden@aicpa-cima.com.

Advertisement

latest news

October 3, 2025

PCAOB publishes guidance related to Audit Evidence amendments

October 2, 2025

Job cuts mean strong 2025 tax season may be hard to repeat, IRS watchdog warns

October 2, 2025

Is spending on technology spinning out of control?

October 1, 2025

IRS removes associated property rule in final interest capitalization regulations

September 30, 2025

IRS withdraws prop. regs. affecting corporate spinoff transactions

Advertisement

Most Read

Why accountants need to master the art of reading the room
MAP Survey finds CPA firm starting pay on the rise
IRS finalizes regulations for Roth catch-up contributions under SECURE 2.0
Paper tax refund checks on the way out as IRS shifts to electronic payments
NASBA, AICPA release proposed revisions to CPE standards
Advertisement

Podcast

October 2, 2025

Car talk: M&A, AI and EVs changing the dealership landscape

September 25, 2025

Professional liability risks related to Form 1065, CPA firm acquisitions

September 18, 2025

‘We’re still the thinkers’ — a reminder for tax pros in the AI era

Features

AI-powered hacking in accounting: ‘No one is safe’
AI-powered hacking in accounting: ‘No one is safe’

AI-powered hacking in accounting: ‘No one is safe’

Building a better firm: How to pick the proper technology
Building a better firm: How to pick the proper technology

Building a better firm: How to pick the proper technology

Why accountants need to master the art of reading the room
Why accountants need to master the art of reading the room

Why accountants need to master the art of reading the room

How BI and analytics enhance management accountants’ partnering role
How BI and analytics enhance management accountants’ partnering role

How BI and analytics enhance management accountants’ partnering role

SPONSORED REPORT

Preparing clients for new provisions next tax season

Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.

From The Tax Adviser

September 30, 2025

Current developments in taxation of individuals: Part 1

August 30, 2025

2025 tax software survey

August 30, 2025

Are you doing all you can to keep the cash method for your clients?

July 31, 2025

Current developments in S corporations

MAGAZINE

October 2025

October 2025

October 2025
September 2025

September 2025

September 2025
August 2025

August 2025

August 2025
July 2025

July 2025

July 2025
June 2025

June 2025

June 2025
May 2025

May 2025

May 2025
April 2025

April 2025

April 2025
March 2025

March 2025

March 2025
February 2025

February 2025

February 2025
January 2025

January 2025

January 2025
December 2024

December 2024

December 2024
November 2024

November 2024

November 2024
view all

View All

http://JofA_Default_Mag_cover_small_official_blue

PUSH NOTIFICATIONS

Coming soon: Learn about important news

CPA LETTER DAILY EMAIL

CPA Letter Logo

Subscribe to the daily CPA Letter

Stay on top of the biggest news affecting the profession every business day. Follow this link to your marketing preferences on aicpa-cima.com to subscribe. If you don't already have an aicpa-cima.com account, create one for free and then navigate to your marketing preferences.

Connect

  • X Logo JofA on X
  • facebook JofA on Facebook

HOME

  • News
  • Monthly issues
  • Podcast
  • A&A Focus
  • PFP Digest
  • Academic Update
  • Topics
  • RSS feed rss feed
  • Site map

ABOUT

  • Contact us
  • Advertise
  • Submit an article
  • Editorial calendar
  • Privacy policy
  • Terms & conditions

SUBSCRIBE

  • Academic Update
  • CPE Express

AICPA & CIMA SITES

  • AICPA-CIMA.com
  • Global Engagement Center
  • Financial Management (FM)
  • The Tax Adviser
  • AICPA Insights
  • Global Career Hub
AICPA & CIMA

© 2025 Association of International Certified Professional Accountants. All rights reserved.

Reliable. Resourceful. Respected.