---
title: Defining a Core Transformation Strategy
description: All accounting firms need a core advisory transformation strategy. You won't transform your team into winners without the right planning, goal-setting and training. Check out how in our latest post.
image: https://blog.spotlightreporting.com/hubfs/Blog%20thumbnail_Part%20one-1.jpg
---

[![Return to homepage](https://blog.spotlightreporting.com/hubfs/Brand_attributes/spotlight%20reporting%20logo.svg "Return to homepage")](https://www.spotlightreporting.com/)

- [Solutions](https://spotlightreporting.com/our-solutions/)
- [Product](http://spotlightreporting.com/product/)
- [Pricing](http://spotlightreporting.com/pricing/)
- [Resources](http://spotlightreporting.com/resources/)
- [Our team](http://spotlightreporting.com/our-team/)
- [Blog](http://blog.spotlightreporting.com)
- [Free trial](http://go.spotlightreporting.com/Member/Signup)

[Login](https://go.spotlightreporting.com/Member/Login?ReturnUrl=%2f)

# Blog

Keep up to date with all industry news, special events and thought leadership

# Defining a Core Transformation Strategy

Posted by [Debbie Spooner](http://blog.spotlightreporting.com/author/debbie-spooner) on 30 Jul 2018

- [Tweet](https://twitter.com/share)

![AdobeStock\_175316767-\[Converted\]](https://blog.spotlightreporting.com/hs-fs/hubfs/AdobeStock_175316767-%5BConverted%5D.jpg?width=1000&name=AdobeStock_175316767-%5BConverted%5D.jpg)

It’s been a thrilling summer of sport here in the UK, creating an air of positivity across the whole country. When your team do well, that produces a real can-do attitude in the community – but let's not forget the leadership, strategy, tactics and hard work that drive the transformation of a team from rank outsider to world-class contender.

And that need for a core strategy is equally true of your accountancy firm. You won't transform your team into winners without the right planning, goal-setting and training.

[Debbie Spooner, Customer Success Specialist](https://uk.linkedin.com/in/debbiespooner), explains how to define that core strategy.

**The Power of Positive Thought**

[Positivity goes a long way as an accountant](http://www.karladennis.com/8-ways-positive-attitude-enhances-success/#axzz5LPYqJwKT) when it comes to building the ideal practice team, and that means leading from the front and setting the right core values for your team.

As a firm, it’s easy to fall into a routine – to stick with the same processes and approaches to client work and customer service simply because you’ve no time to review your strategy. To evolve means stepping outside of your established practice mindset, and it will require energy, belief and motivation to bring about that change.

Positive thinking is key to this, but belief itself won't bring about change. You need action!

**Taking Action to move Forwards**

To start evolving your practice team, [you absolutely need to define your core goals and vision](https://www.accountingweb.co.uk/practice/practice-strategy/define-your-firms-vision-and-mission) – so it’s vital to pin down your firm’s objectives, your game plan for achieving these goals and your team tactics for how your people will action on this plan.

When we started Spotlight Reporting, we knew we wanted to create a cloud solution that delivered robust and flexible reporting for customers. And we’ve achieved that vision through a mixture of goal-setting, long-term planning and clear action to deliver the best possible product and customer service – and the self-same approach can be applied to your practice evolution.

To bring about transformation, you need to:

- **Set clear goals for your transformation - as an accountancy firm, your objective may be to become a cloud practice, to focus on a niche specialism or to grow your business advisory services. But defining that goal is the first step to making it reality.**
- **Have a game plan - this is your route map for change, incorporating your fundamental goals, with key milestones, actions and measurements along the way.**
- **Train up your team - your people are one of the real drivers for change. So you need to train them up, get them engaged in your plan and give them the capabilities, customer service skills and belief to move forwards – thinking as a team throughout.**
- **Promote your new services - you need supporters, so marketing your new advisory services, or targeting your new niche industry audience will be critical to driving success – and one of the most important actions for executing your change process.**
- **Focus on great client relationships - to make your new strategy work, you need business clients who add value for the firm – clients that appreciate what you do, understand your new mindset and who are advocates for your new-look firm.**

This is exactly what we did as a business: we set a goal, took action, marketed our solution and built up a client base. And by taking the same approach, you can evolve your practice.

**Helping you Define a core Transformation Strategy**

Our Customer Success team provide your accountancy firm with the advice, planning and target-setting to create a robust transformation strategy for the firm. And in Part 2 of this series, we’ll explain the value of knowing where action will add most value for the firm.

If you want the best possible advice on defining your change goals, tracking your performance and driving success, [come and talk to the Spotlight Reporting team](https://www.spotlightreporting.com/our-team/).

[Find out more about how Spotlight Reporting supports your firm’s transformation](https://spotlightreporting.com/resources/)

### Recent Posts

---

### Posts by Month

- [August 2020 (4)](http://blog.spotlightreporting.com/archive/2020/08)
- [July 2020 (7)](http://blog.spotlightreporting.com/archive/2020/07)
- [June 2020 (7)](http://blog.spotlightreporting.com/archive/2020/06)
- [May 2020 (4)](http://blog.spotlightreporting.com/archive/2020/05)
- [April 2020 (11)](http://blog.spotlightreporting.com/archive/2020/04)
- [March 2020 (12)](http://blog.spotlightreporting.com/archive/2020/03)
- [January 2020 (3)](http://blog.spotlightreporting.com/archive/2020/01)
- [December 2019 (5)](http://blog.spotlightreporting.com/archive/2019/12)
- [November 2019 (4)](http://blog.spotlightreporting.com/archive/2019/11)
- [October 2019 (4)](http://blog.spotlightreporting.com/archive/2019/10)
- [September 2019 (5)](http://blog.spotlightreporting.com/archive/2019/09)
- [August 2019 (4)](http://blog.spotlightreporting.com/archive/2019/08)
- [July 2019 (1)](http://blog.spotlightreporting.com/archive/2019/07)
- [June 2019 (3)](http://blog.spotlightreporting.com/archive/2019/06)
- [May 2019 (4)](http://blog.spotlightreporting.com/archive/2019/05)
- [April 2019 (1)](http://blog.spotlightreporting.com/archive/2019/04)
- [March 2019 (2)](http://blog.spotlightreporting.com/archive/2019/03)
- [January 2019 (2)](http://blog.spotlightreporting.com/archive/2019/01)
- [December 2018 (1)](http://blog.spotlightreporting.com/archive/2018/12)
- [November 2018 (1)](http://blog.spotlightreporting.com/archive/2018/11)
- [October 2018 (1)](http://blog.spotlightreporting.com/archive/2018/10)
- [September 2018 (3)](http://blog.spotlightreporting.com/archive/2018/09)
- [July 2018 (3)](http://blog.spotlightreporting.com/archive/2018/07)
- [June 2018 (2)](http://blog.spotlightreporting.com/archive/2018/06)
- [May 2018 (4)](http://blog.spotlightreporting.com/archive/2018/05)
- [March 2018 (1)](http://blog.spotlightreporting.com/archive/2018/03)
- [January 2018 (4)](http://blog.spotlightreporting.com/archive/2018/01)
- [November 2017 (2)](http://blog.spotlightreporting.com/archive/2017/11)
- [October 2017 (2)](http://blog.spotlightreporting.com/archive/2017/10)
- [September 2017 (3)](http://blog.spotlightreporting.com/archive/2017/09)
- [August 2017 (2)](http://blog.spotlightreporting.com/archive/2017/08)
- [July 2017 (1)](http://blog.spotlightreporting.com/archive/2017/07)
- [June 2017 (4)](http://blog.spotlightreporting.com/archive/2017/06)
- [May 2017 (1)](http://blog.spotlightreporting.com/archive/2017/05)
- [April 2017 (3)](http://blog.spotlightreporting.com/archive/2017/04)
- [March 2017 (4)](http://blog.spotlightreporting.com/archive/2017/03)
- [January 2017 (3)](http://blog.spotlightreporting.com/archive/2017/01)
- [December 2016 (2)](http://blog.spotlightreporting.com/archive/2016/12)
- [November 2016 (4)](http://blog.spotlightreporting.com/archive/2016/11)
- [October 2016 (2)](http://blog.spotlightreporting.com/archive/2016/10)
- [September 2016 (3)](http://blog.spotlightreporting.com/archive/2016/09)
- [August 2016 (5)](http://blog.spotlightreporting.com/archive/2016/08)
- [July 2016 (3)](http://blog.spotlightreporting.com/archive/2016/07)
- [June 2016 (5)](http://blog.spotlightreporting.com/archive/2016/06)
- [April 2016 (1)](http://blog.spotlightreporting.com/archive/2016/04)
- [March 2016 (1)](http://blog.spotlightreporting.com/archive/2016/03)
- [January 2016 (4)](http://blog.spotlightreporting.com/archive/2016/01)
- [December 2015 (2)](http://blog.spotlightreporting.com/archive/2015/12)
- [November 2015 (3)](http://blog.spotlightreporting.com/archive/2015/11)
- [October 2015 (1)](http://blog.spotlightreporting.com/archive/2015/10)
- [September 2015 (1)](http://blog.spotlightreporting.com/archive/2015/09)
- [August 2015 (5)](http://blog.spotlightreporting.com/archive/2015/08)
- [July 2015 (2)](http://blog.spotlightreporting.com/archive/2015/07)
- [June 2015 (3)](http://blog.spotlightreporting.com/archive/2015/06)
- [May 2015 (4)](http://blog.spotlightreporting.com/archive/2015/05)
- [April 2015 (6)](http://blog.spotlightreporting.com/archive/2015/04)
- [March 2015 (4)](http://blog.spotlightreporting.com/archive/2015/03)
- [February 2015 (2)](http://blog.spotlightreporting.com/archive/2015/02)
- [January 2015 (3)](http://blog.spotlightreporting.com/archive/2015/01)
- [December 2014 (1)](http://blog.spotlightreporting.com/archive/2014/12)
- [November 2014 (1)](http://blog.spotlightreporting.com/archive/2014/11)
- [October 2014 (2)](http://blog.spotlightreporting.com/archive/2014/10)
- [August 2014 (5)](http://blog.spotlightreporting.com/archive/2014/08)

see all

### Subscribe for Email Updates

[![Return to homepage](https://blog.spotlightreporting.com/hubfs/Brand_attributes/spotlight%20reporting%20logo.svg "Return to homepage")](https://www.spotlightreporting.com/)

- Our Company
- [Our Team](https://www.spotlightreporting.com/our-team/)
- [Careers](https://www.spotlightreporting.com/careers/)

- Solutions
- [Advisor](https://www.spotlightreporting.com/our-solutions/#advisor)
- [Owner & CFO](https://www.spotlightreporting.com/our-solutions/#owner-cfo)
- [Franchise](https://www.spotlightreporting.com/our-solutions/#franchise)
- [Not for Profit](https://www.spotlightreporting.com/our-solutions/#not-for-profit)

- Resources
- [Special Events](https://www.spotlightreporting.com/resources/#special-events)
- [Partner Success Centre](https://psc.spotlightreporting.com)
- [Webinars](https://www.spotlightreporting.com/resources/#webinars)
- [Help Centre](https://www.spotlightreporting.com/resources/#help-centre)
- [Blog](https://blog.spotlightreporting.com/)
- [White paper](https://www.spotlightreporting.com/resources/#white-paper)

- Plans
- [Basic](https://www.spotlightreporting.com/pricing/)
- [Super VCFO](https://www.spotlightreporting.com/pricing/)
- [Owners & CFOs](https://www.spotlightreporting.com/business-plans/)
- [Franchise](https://www.spotlightreporting.com/business-plans/)
- [Not For Profit](https://www.spotlightreporting.com/business-plans/)

- [LinkedIn Created with Sketch. LinkedIn](https://www.linkedin.com/company/spotlight-reporting-limited)
- [Facebook Created with Sketch. Facebook](https://www.facebook.com/Spotlight-Reporting-380174365420847/?fref=ts)
- [Twitter Created with Sketch. Twitter](https://twitter.com/spotlightrep?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor)
- [Vimeo Created with Sketch. Vimeo](https://vimeo.com/spotlightreporting)

© Spotlight Reporting 2018