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Good planning isn’t about creating a perfect spreadsheet—it’s about building clarity and confidence in where your business is heading. In this episode, Nicola unpacks how to create a practical plan that keeps you on track financially and strategically, without getting lost in the details.
You’ll hear how to set goals that link to your personal ambitions, map out what success actually looks like, and use your numbers to guide decisions rather than reacting to them. Nicola also shares how to plan for profit, not just turnover, and how to stay adaptable when things change.
If you’ve ever found planning overwhelming or something you “should do someday,” this episode will help you turn it into a simple, motivating process that drives real results.
What You’ll Learn:
- The difference between financial targets and meaningful goals.
- How to plan for profit and cash flow, not just revenue.
- A simple framework to keep your plans flexible and focused.
- Why aligning business plans with personal goals leads to better decisions.
Resources & Links:
I’ve written a book that expands on the topics in this podcast and comes with a companion guide. Learn more at www.thenumbersquarter.co.uk/book.
About the Podcast:
The Balanced Business – The Director’s Handbook is a 12‑part podcast series hosted by Bedford‑based Chartered Accountant Nicola Hageman. Designed for UK small business owners and company directors, the podcast explains how to run a Limited company with more clarity, confidence, and control. Each episode covers a practical topic – from choosing your business structure and staying compliant with HMRC to budgeting, VAT, systems, and delegating. The series is based on Nicola’s book and companion guide, available at www.thenumbersquarter.co.uk/book.
About Nicola and The Numbers Quarter:
Nicola Hageman is the founder of The Numbers Quarter, a friendly and approachable accountancy practice based in Bedford. She specialises in helping owner‑managed businesses grow their profits, plan for the future, and reduce stress. Nicola is known for her plain‑speaking advice and passion for aligning personal and business goals.
Connect with Nicola:
- Instagram – www.instagram.com/nicola_hageman
- LinkedIn – www.linkedin.com/in/nicolahageman
- Website – www.thenumbersquarter.co.uk
10 episodes
