{"id":17556,"date":"2019-09-10T08:00:34","date_gmt":"2019-09-10T13:00:34","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=17556"},"modified":"2023-08-22T11:08:50","modified_gmt":"2023-08-22T16:08:50","slug":"advisory-services-creating-a-compelling-vision-for-your-tax-firm","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/advisory-services-creating-a-compelling-vision-for-your-tax-firm\/","title":{"rendered":"Advisory Services: Creating a compelling vision for your tax firm"},"content":{"rendered":"

Firms that have transformed from traditional workflows and compliance services to deliver advisory services<\/a> almost always have a compelling vision that guided their transformation.<\/p>\n

A vision statement is an aspirational description of what an organization would like to achieve in the future (typically one to three years). The purpose is to provide a clear guide for prioritizing resources and aligning action plans. A compelling vision can galvanize and inspire a group of people to accomplish amazing things together. The absence of a clear vision can result in people pursuing misaligned agendas and feeling frustrated with a lack of progress.<\/p>\n

A vision statement is not your mission statement. While related, a mission statement should be more enduring, more strategic and clearer about why you exist as a firm. A vision statement should be inspirational enough to transform the firm from its current state to the ideal state in the next one to three years. Steve Jobs\u2019 vision statement for the original Apple iPod was \u201ca thousand songs in your pocket.\u201d His vision provided the inspiration, without defining the “what” or “how” that the team designed over the next few years.<\/p>\n

Here are some suggestions to create a compelling vision for your firm.<\/p>\n