5 Steps to Writing a Killer Vision Statement for Accounting Firms

vision statement

A vision statement helps to define your practice’s purpose, focusing on the goals and aspirations of your firm.

These statements are designed to be uplifting and inspiring. They’re also timeless: even if the practice changes its strategy, the vision will often stay the same.


Clarity – “To guide every business owner to create a better business for themselves, a better life for their family and team, and ultimately contribute towards creating a better world”

Nike – “To bring inspiration and innovation to every athlete in the world.”

IKEA – “To create a better everyday life for the many people.”

Your clients, prospects and team can be genuinely inspired if their organisation has a compelling vision and a clear and worthwhile mission. And as you can see these can be powerfully expressed in a well-crafted vision statement.

So, how do we write one?

Here are our 5 steps to writing a killer vision statement


Step 1: Develop your winning idea

First, identify your practice’s “winning idea,” or unique selling point (USP).

This is the idea or approach that makes your practice stand out from your competitors. What is the reason that customers come to you and not your competitors?


We are the best at what we do, we are always looking for a better way of doing things. Whether that’s using new technology or focusing on customer experience. When our customers deal with us it’s hassle free and fun, they get to use cool technology, we offer the best coffee, and our meeting rooms have a wow factor. 


Step 2: Clarify your goal

Next, make a short list of the most important measures of success for this approach.

For instance, if your winning approach is to deliver new and innovative services to businesses in a particular industry, how will you know when you’ve accomplished this goal? If your idea is to provide excellent and proactive customer service, what key performance indicator will let you know that your customers are truly satisfied? You don’t have to include exact figures here, but it’s important to have an idea of what success looks like, so that you know when you’ve achieved it.

human values

Step 3: Find the human value in your work

Identify your practice’s mission.

Then uncover the real, human value in that mission. For example, how does your practice improve people’s lives? How do you make the world a better place?


Step 4: Distill into values

Figure out what you, your customers and other stakeholders value the most about how your practice will achieve this mission.

Distill these into values that your practice has or should have. Some examples of values include excellence, integrity, teamwork, originality, equality, honesty, freedom, service, and strength.

If you have a hard time identifying your practice’s values, talk to your colleagues and team members. What values do they think the practice stands for, or that it should stand for?

vision mission values

Step 5: Combine your ideas and goals with your values

Combine your mission and values, to create an inspiring statement that will energise people, inside and outside your practice.

It should be broad and timeless, and it should explain why the people in your practice do what they do.

Vision statement

Do you have a vision statement for your practice?

When was the last time you looked at your vision statement? Having a clear vision is vitally important. It keeps you (and your team) focused on your goals and objectives and in turn helps you to achieve them sooner. And it inspires clients and attracts great prospects.

About Clarity

Effortless Advisory | Powerful Results

If you think Clarity is just a piece of software, you’re missing the point. It’s a mindset shift, a different way of doing business.

If you think Clarity is just about business advisory, you’re also missing the point. It’s way more than business advisory. It totally changes your firm’s story and that of your clients.

Finally, a joined-up platform that truly enables you to scale business advisory services within your firm.  It’s been built by accountants for accountants. Award-winning accountants that have small business within their DNA.

Revolutionary approach

Rather than take a traditional approach, we have completely revolutionised the business advisory process for small business owners. Our end-to-end business advisory platform and member success team give you:

  • the structure and processes to deliver;
  • build confidence and engage the team;
  • save time; and
  • do all of this is a way that ensures your small business clients finally ‘get it’.

All of which makes business advisory effortless and more profitable for the firm, at a price your small business clients can afford!

100% guaranteed

Most importantly we offer a 100% Money Back Guarantee. So, if you don’t generate a 100% return within the first 30 days, we’ll give you your money back. No questions asked!

For more information or to book a demo visit clarity-hq.com


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