Why Most Financial Goals Fail (And How to Align Yours with Your Mission)
- Bob Swetz, CPA

- Jul 15
- 4 min read

Hint: It’s not just about cutting costs—it’s about leading with clarity.
Ever feel like your business is growing, the revenue’s rolling in, but somehow it all still feels disconnected?
Like the financial goals you’re working so hard to hit are sitting in one silo, and your real mission—the reason you started this thing—is stranded in another?
You're not alone. And it's not your fault.
A recent study by Clutch revealed that 45% of small business owners don’t have a formal financial strategy. Even more eye-opening? Over 60% of those who do say their strategy isn’t clearly aligned with their long-term business vision. That means decisions are being made in the dark, based on short-term pressures instead of long-term purpose.
That’s where Procuris Consulting steps in. We help growing companies bring meaning and precision back into the financial side of the business. Through CFO and controller services built around your mission, not someone else’s spreadsheet, we give structure to your vision—and vision to your structure.
Because if your numbers aren’t aligned with your why, what exactly are you building?
Let’s talk about what alignment really means in the financial context, and why it’s so essential—not just to survive, but to lead, scale, and create lasting impact.
The Disconnect That’s Costing You More Than Money
For many business owners, finance becomes a world of reacting instead of leading. You track expenses, chase quarterly revenue goals, maybe set a few annual targets, but they’re often disconnected from the broader purpose of the business.
You want to scale sustainably, grow your team, maybe even give back to the community or disrupt your industry for the better. But your financial strategy isn’t designed to support that mission. Instead, it’s focused on month-to-month survival, often cobbled together with advice from your bookkeeper, your CPA, or your gut.
That’s not strategy. That’s stress.
At Procuris, we believe your financial infrastructure should do more than “keep the lights on.” It should actively support the mission and help you make confident, values-based decisions—whether you’re launching a new product, expanding into a new market, or simply trying to build something that lasts.
The CFO Perspective: Leading with the Numbers and the Narrative
Think of a CFO not as someone who just monitors cash flow, but as someone who translates your vision into a working financial model. Someone who can say, “If your mission is to double your impact in underserved communities, here’s how we reverse-engineer the numbers to make that happen—without losing financial control or burning out your team.”
Whether you need full-time strategic guidance or part-time controller support, the right financial leadership puts your values on the table alongside your balance sheet. It’s not about making the numbers look good for the bank. It’s about making sure they make sense for you.
Here’s what that looks like in real terms:
Building a budget that reflects your growth goals and your operational realities
Developing KPIs that go beyond revenue, including metrics for team performance, customer impact, and mission alignment
Analyzing profitability not just by product or service, but by strategic importance
Forecasting cash flow so you’re not forced to make reactive decisions that pull you away from your core purpose
In short, a CFO or controller can help you connect the dots between mission and margin.
How Misaligned Goals Create Mission Drift
We’ve worked with clients who were profitable on paper but constantly feeling off-course. Their goals were financial, but not foundational. For example, one company came to us after spending two years chasing aggressive growth targets that had nothing to do with their original mission of creating more ethical supply chains.
They’d grown, sure. But they were exhausted, their margins were squeezed, and their team culture had eroded. Once we stepped in, we restructured their financial model to reflect what they actually valued: slower, smarter growth that prioritized ethical vendors and team sustainability. The result? A healthier business, clearer decision-making, and a founder who finally felt aligned again.
That’s the power of financial alignment. And that’s the difference a strategic partner like Procuris Consulting can make.
So, What Does Alignment Look Like for You?
It starts with asking the right questions. Not just "How much do we want to grow?" but "Why do we want to grow?" Not just "Can we afford this expansion?" but "Does this move support the future we’re trying to build?"
Our clients range from scaling startups to mature organizations ready to level up. But they all share one thing in common: they want their financial systems to reflect their mission—not restrict it.
If that sounds like you, you don’t need another off-the-shelf solution or a part-time bookkeeper throwing together last-minute reports. You need a financial partner who understands how to lead with vision and execute with precision.
That’s what we do at Procuris Consulting. Our CFO and controller services are built for businesses that want to grow on purpose—with a plan that makes sense financially, operationally, and missionally.
Ready to Realign?
If your financial goals feel disconnected from the work you’re truly passionate about, it’s time for a new conversation. One where numbers and purpose sit at the same table. One where your financial strategy actually feels like your strategy.
Schedule a free consultation with us at Procuris Consulting. Let’s make sure your money is working for your mission—not against it.
Because it’s not enough to grow. You’ve got to grow in the right direction. And we can help you get there.




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