Take time to research and understand the financial principles that apply to your industry. A set of financial goals is like a company’s road map, always providing a frame of reference for where the business is and appears to be going. Creativity plays a very important role in financial planning. First year financial goals for a business include: Managing Cash Flows Goals can help attract investors: Setting financial goals for your small business can help you attract investors in addition to lenders and shareholders. This is a double-sided issue. Improving quality across a wide variety of areas is a great company level goal that’s easy to align since each team or department can be held accountable for their own work.