Our mission is to increase financial clarity, alleviate stress and act as mentors to assist our clients.
What are we doing as a firm that creates the most value for our clients? If you’re a tax client, we seek to reduce your tax burden, lessen your worries meanwhile increasing your overall compliance. If you’re a business client of ours, we’re providing financial clarity and expanding operating capacity so you can do what you do best… succeed and grow! For our advisory clients we provide insight into their financial wellbeing. Perhaps you can be a client of all three?
What types of clients do we have the greatest impact upon? We specialize in taxation for high net worth individuals. Our best accounting clients are too large to handle the accounting themselves but too small to have a full or even part-time employee. Our best advisory clients are new businesses, firms that are seeking to expand or have stagnated and looking for assistance.
Our clients are consistently telling good stories about high quality customer services and how we’re always looking out for their needs. Even if we are taking longer to ensure the accuracy due to extra complexity, we’re here to answer your questions.
Our preferred future contains a dedicated staff providing superior service to improve our client’s lives.
What is unique about the way we serve our clients? We provide attentive support to show that we care and are “there” for our clients in their time of need. We focus on reducing the workload rather than increase our billings.
What long-term difference do we want to make in the world around us? We want to improve the quality of life for those who work for the firm and for the clients we work for. We want to reduce our environmental footprint to zero without sacrificing the quality of the work.
Why do we do this? We want each of our clients to be so appreciative of our work that they’re telling everyone they know! Our staff would be so happy to work here they would never leave!
We believe that the Oxford dictionary definition of integrity (the quality of being honest and having strong moral principals) perfectly sums up our number one mantra. We’re not going to cheat, lie or steal our way to get ahead in this world and it won’t come at the cost of ourselves, our families, our employees or our clients.
But to be successful we can’t just rest on our integrity, we have to be accurate and precise with our work. Our clients require us to be correct every time, which is why we guarantee our work. Even though we strive to be, we know we can never be 100% correct – but when we’re not we’ll make it right.
Great customer service can mean many things – but all you would have to do is read our reviews to realize that our history backs up our words. If we can’t help you and we know someone who can – we’ll make the referral. We’re here to help our clients succeed and do everything we can to help.
We are committed to building an inclusive, varied workplace welcoming to people of all backgrounds.
We celebrate out-of-the-box thinking and encourage different approaches and points of views. We continue to construct an inclusive culture that encourages, supports, and celebrates the diverse voices of our employees. This allows us to connect closer to our clients and the community we serve.
We are constantly growing our network of people, technology, and systems to encourage our employees to grow in their careers.