A strong purpose and core values are essential for any business. Our recent team retreat led us to refine our purpose to “To have the most impact in the lives of families we work with.”
We also added “Be Authentic” to our core values of Dream Big, Make an Impact, and Remember Your Roots.
A clear purpose unites your team, attracts clients, and guides decision-making. Core values shape your company culture and ensure everyone is aligned. By defining your purpose and values, you’re setting a powerful direction for your business.
Your team needs to feel connected to your purpose and core values. Try involving them in an exercise to help define or redefine them. This ownership will increase engagement and ensure your values truly reflect your company culture.
Consider asking your team to share specific examples of how they’ve embodied these values in their work.For example, you could ask them to share stories of a time when they “dreamed big” and what does that mean to them, or how they’ve demonstrated “authenticity” in their interactions with clients and team members.
If you’re keen to explore changing accountants, we have a non-obligation process to do that. The first step is booking a strategy call with one of our accounting team. It’s a free 20-minute zoom or phone call where you get to meet us to manage your questions.
From that point, you can consider doing a “Look Under The Hood” with us. There is no obligation to change accountants, but we give you a second opinion if you’re paying too much tax.
Throughout that process, we can identify any problems we see with your current setup. Anything that your current accountant hasn’t claimed, or tax you may have overpaid, and strategies of how we might fix that going forward. We can run through with you once you book with us.
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