Business knowledge applied wisely.

OUR PURPOSE: To empower people to increase their prosperity and fulfillment. Our business model supports this purpose by offering high value solutions that will help our Clients, our Team and our other Stakeholders achieve financial and personal success.

OUR CULTURE:  Our people are what make us different.  We surround ourselves with clients and professionals that have a drive to reach their full potential and help each other succeed as well.  Because financial and personal success go hand-in-hand, we value family and fun as well as sound financial and business strategies.

OUR CORE VALUES:  These are the guiding principles that dictate our behaviors and actions. These Core values help us navigate right from wrong, help us determine if we are on the correct path for fulfilling our goals; and they create an unwavering and unchanging guide for which to follow.

  • Collaboration:  Work and win as a team.
  • Accountability:  Move quickly, get the job done and take ownership.
  • Boldness:  Innovate and be willing to take smart, calculated risks.
  • Leadership:  Expect excellence with integrity and lead by example.
  • Enthusiasm:  Love what you do and show it!

OUR BELIEFS:  These are the beliefs that define us as individuals, and as a professional firm:

  1. As our clients achieve success, so will we.
  2. We can’t get there if we don’t know where we’re going.  We start with the end in mind.
  3. Growth requires investments of time, energy, money and knowledge.
  4. An idea is just an idea without execution.
  5. Cash flow is more important than revenue.
  6. The right information is better than all of the information.
  7. We must keep learning and improving.
  8. Keep it Simple.
  9. The right answer is better than a fast answer.
  10. It’s best to do one thing really, really well.

What do we offer that Big 10 firms don’t?

  • You’ll have a valuable business partner, not just an accounting firm. We will work hard to understand your business and provide the tools you need to grow your business armed with the best financial information available.
  • We are also entrepreneurs, so we understand the issues that keep entrepreneurs up at night.
  • You’ll have access to the owners & President – unless you’re the firm’s largest client, that rarely happens at a Big 10 firm.
  • You’ll be working with more experienced professionals
  • You’ll have one main contact that will be well-versed on your business (that means you won’t be paying by the hour for a large team that each handles one narrow aspect of your business)
  • You’ll receive personal and personalized attention; you’ll never be “just a number” to us.
  • You’ll receive an overall better value.

Our professionals have the advantage of living our experience vs. spouting theory – we get it!

Let’s talk about what you could accomplish with us as your partner!