Mission & Values

THE FIRM

The firm provides a wide array of innovative services for clients, including tax, audit, consulting, outsourced accounting, cloud accounting and tax planning to meet both individual and business needs. The company, is also a leader in audit and accounting services to charter schools.

MISSION

Provide the financial clarity businneses need to grow and scale.

VISION

To be the sought after firm serving closely held small and mid-sized businesses in tax, accounting, assurance and advisory services in the markets in which we have expertise.

VALUES

The firm’s values represent the guiding day-to-day spirit with which we conduct business. Our values are simple, direct and infectious:

• Proactive – We continually strive to stay focused on the important so we minimize the urgent.
• Collaboration – We believe that we can all accomplish more when we enthusiastically share our talents.
• Professionalism – We continuously develop our skills to allow us to find trusted solutions for our clients, while remaining humble and respectful of others in every situation.
• Fun – We know that work that is fun is work that gets done.