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Our Values

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of proactivity, innovation and engagement.

Proactivity

Our firm builds strong relationships with our clients. We know that being involved at the beginning of a project allows us to provide planning and guidance to arrive at the best end-result. By combining our expertise, experience and energy, each client receives close personal and professional attention when it is the most effective.

Innovation

Our firm is innovative. We facilitate growth and change with our clients, at their pace. Technology creates many opportunities for our clients to streamline, improve or recreate their accounting and administrative systems. We partner with them to create systems and processes to take advantage of those opportunities.

In addition, tax laws and accounting regulations are in a constant state of change. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth since the inception of the firm.

Engagement

Our primary goal as a trusted advisor is to be accessible and to provide insightful advice to enable our clients to make informed financial decisions. Our calendar is posted on the website so clients can schedule a call when they need to discuss intricate topics. And calls or emails are encouraged for quick items. In addition, we use our screen sharing software to work with clients to resolve issues as needed.

Our high service quality and "raving fan" clients are the result of our commitment to excellence.