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Episode 216: The Vision, Mission, and Values System for Accounting Firm Owners

Season 3 Episode 216 Published 1 month ago
Description

Kristy Fairbairn wrote her vision, mission, and values early in her business journey. She pinned them above her desk and told nobody. Not her team, not her clients. For years, they changed nothing about how the firm ran. 

In this episode, Kristy walks through what she does differently now, and how those three statements became the filter for who she hires, which clients she takes on, and when she makes her next hire. 

✅ The difference between vision, mission, and values, and why owners collapse all three into one vague paragraph 

✅ The fill-in-the-blanks prompt for writing a mission that is specific enough to act on 

✅ Why a vision that feels comfortable is a vision that is too small 

✅ How one value, balance, screens job candidates before the interview even starts 

✅ The link between your values and your capacity planner, and how to spot a team member who has fallen out of alignment 

✅ Where your eulogy exercise fits, and why your business values and personal values should not be different 

If you have never done this work, start with one statement this week. If you did it years ago and have not looked at it since, this is your prompt to open the document again.

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