“Our core purpose is to develop and grow meaningful relationships with our clients in order to share their challenges and enable their success. We are dedicated to helping our clients achieve financial success.”
Our relationship with our clients and our approach to service delivery is embodied in our FOCUS statement:
F – First Time, On Time
O – Offer Recommendations, Be Creative
C – Communication and Caring
U – Under-Promise, Over-Deliver
S – Sell Yourself, the Firm, and the Client
We believe we should deliver our service correctly the first time, and on-time. Our job is to be proactive in our dealings with clients, not reactive. Our clients are people in whom we communicate openly and often. We strive to be realistic in everything we do – under promise and over-deliver – from estimates of fees to when a service will be completed and delivered. Lastly, we promote our clients whenever possible.
We are in the business of helping our clients and ourselves set and reach personal and business goals. We prefer a relationship centered on building better and more profitable companies. We are committed to providing the best accounting services possible on a timely basis. Furthermore, we employ and train highly qualified professionals and provide an attractive and pleasant working environment in which all members of the firm are motivated to achieve the maximum potential for the firm’s clients and themselves. Retention leads to continuity; continuity leads to efficiency. This means personal service for each client, helping them with their plans, and being available to help solve the simple as well as the complex problems. In other words, we look beyond the numbers.
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