Mission Vision and Values

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Mission

Our ambition is to improve the Quality of Life for Small Business Owner’s by providing high service, low cost relationships that eliminate the “red tape” distractions and provide sound financial advice.

We believe in better living through quality accounting, payroll, taxes and consulting services provided on a routine, monthly basis all delivered through remarkably gifted business advisors.

We believe in taking a collaborative approach to business development.

We work closely with our clients to understand their needs and develop customized solutions that meet their unique challenges.

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Vision

We use state-of-the art computer software to measure our effectiveness, produce our products and ensure that a consistent process is applied to client work.

We stay up to date with our continuing professional education courses and encourage all of our team members to pursue the IRS Enrolled Agent designation.

We approach business challenges through a combination of collaboration, strategic planning, forecasting, implementation, measuring, and adapting.

You can "next-level" your business by following our process; and we will walk with you thru out the process.

Values

Professionalism:

  • We don’t let others’ standards dictate our own.

  • We possess the skills to meet our clients’ needs.

  • We are organized because we know it increases accuracy, speed and efficiency.

  • We are all committed to self-improvement – both professionally and personally

  • We are mature – we don’t gossip, we defer gratification, we keep our promises, and are dependable in all circumstances.

  • We are courteous in every conversation.

Optimism:

  • We don’t complain

  • We always look to make the best of every situation

  • We don’t let others’ attitudes have an effect on us

  • We have high expectation and expect to accomplish great things.

  • We are always Cheerful

Excellence:

  • We are proactive; we will have financial reports and tax documents well before due dates and business deadlines.

  • We fully engage in what we are doing at all times; we seek to understand the context in which our clients will be using the information.

  • We always use initiative; we are consistently looking for ways to help improve our business, our clients’ business and over-all quality-of-life.

  • We follow properly designed systems; we know that ensures our success.

  • We are consistently testing any improvements to our processes and systems and measuring the results.

Integrity:

  • We hold every detail about our clients in the closest confidence.

  • We believe that everything matters – we take care in the smallest details because we know that is how grand accomplishments occur.