Our Firm

Our Firm

Our firm’s partners, managers and staff have extensive experience in all areas of accounting, assurance, tax compliance and planning for individuals, corporations and trusts, estate planning and business advisory services.

Whether it’s tax advice, preparing your financial statements, or help with business decisions, we are the accounting firm for you. We will service your individual needs in an ever-changing business environment.

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Our Code of Success

  1. Respect and trust yourself, your team members and clients. Display integrity and character at all times.
  2. Commit to the mission, team, individual and success.
  3. Communicate effectively. Be clear with coworkers as well as clients.
  4. Be goal oriented. Take initiative, be proactive, and prioritize all tasks. Organize documents and your environment. Clarify each person’s accountability and chain of command. Follow up…..Follow up….Follow up.
  5. Lead, follow, or get out of the way. Challenge your comfort zone. Go from “good to GREAT”.
  6. Have a plan, be persistent and demonstrate passion. Plan must be very specific in action steps and “by when”. Plan for obstacles and objections in advance. Persistence….use all resources and ask for help when needed….remember TEAM.
  7. Manage frustration. Mistakes are only feedback. Remember ……emotions high/ intelligence low. Call for a “Time Out” when needed.
  8. Be Accountable, responsible and open to forward thinking.
  9. Develop an unstoppable environment. Enjoy the project, enjoy the team, have fun, laugh, and offer RUTHLESS support.
  10. Celebrate all wins!!!! Enjoy your successes and victories!