Setting Goals for Financial Year 2026
The Three Freedoms: Time, Money, Mind
Date: 23 July 2025 | Time: 12:00 PM AEST
Make FY26 the best yet by designing a business that gives you the Three Freedoms: Time, Money, and Mind.
Many firm owners enter a new financial year with good intentions but little structure behind their goals. This session draws on the Three Freedoms framework and shows how to operationalise those freedoms with real data and tools inside XBert.
- Apply the Three Freedoms framework to your FY26 goal setting
- Link revenue, capacity, workflow, and team delivery targets
- Learn how to track and stay accountable using XBert
- Walk away with a simple, actionable planning framework
✅ Set FY26 goals using the Three Freedoms: Time, Money, and Mind
✅ Connect revenue, capacity, and workflow to real team targets
✅ Use XBert to track progress and stay accountable
✅ Leave with a simple, actionable planning framework
✅ Firm owners planning for a stronger FY26
✅ Practice managers looking to link goals with delivery
✅ Teams using XBert who want to align work with business goals
Soraya Brown
XBert, APAC Market Leader
Tracey Rubens
Bookkeeper Connect, Director
Just ask XBert Intelligence
Discover actionable strategies to optimise your team’s performance and enhance your practice’s profitability.
Whether you’re a new or experienced XBert user, this webinar is your opportunity to discover how these tools can make 2025 your most successful year yet.