To be a recognized leader as a provider of personalized, affordable, professional, financial, estate, auditing, accounting and tax services and products delivered with consistent quality and value.
Company Philosophy and Values
Concern for People
We respect all people and strive to consistently do a superior job of satisfying the needs of everyone who places his or her trust in us.
We are honest and fair at all times and honor all commitments. Integrity will always take precedence over personal or corporate profit in making any decisions.
We are committed to annually update our professional skills and practice lifelong learning.
We excel in meeting the needs of our clients, employees and communities while treating all with courtesy, respect, honesty and fairness.
We take pride in the accuracy, thoroughness and quality of our work.
We appreciate creative thinking and suggestions for better methods.
We expect initiative, hard work and results of all our associates; Compensation and advancement are based on measurable individual contributions.
We assume a sense of urgency in completing our work while employing state-of-the-art operating methods and technology and always seeking the most cost-effective sources of quality products or services required to operate our business.
We communicate openly and share information internally to foster trust and efficiency. Decisions are made objectively with input from all levels.
We work together for the success of the company, our clients and our mutual benefit.
Our associates, offices and work will always project a clean, neat, orderly image.
Our corporate goals will be pursued in congruity with social goals and we will contribute to the communities in which we operate.