10 best practices for setting goals

smart goal setting diagram, business conceptplus mission statements vs. vision statements.

by marc rosenberg
cpa firm retreats

a mission statement is:

  • an overarching purpose or reason for being
  • why we exist
  • motivating, distinctive and feasible
  • action-oriented; it should lead to change and improvement or it has no value

more on retreats: 5 reasons cpa firms are bad at succession planning | staff best practices … for the firm | staff likes and dislikes about the accounting profession | 25 ways to turn good firms into great firms

cpa firms have a very difficult time creating mission statements that are motivating and distinctive. regardless of how hard firms try, most cannot come up with a mission statement that is different from every other firm. for this reason, i advise firms to skip the creation of a mission statement.