Our vision and our passion is to create an accounting and advisory firm that is designed for the accountants and the advisors. A place where accounting and finance professionals can live a life of freedom and prosperity. The freedom to control their time and schedule, and the prosperity to enjoy that freedom to its fullest. For must of us, that means time with our loved ones. Whoever they may be. We keep that in mind at all times, and always try to think how our team and their families will be impacted by our decisions. We pursue this vision methodically and rigorously, and we will never stop doing so.

At the same time, we pursue excellence in client service and hold ourselves to the highest standards. We continuously work on professional education and development, and creating new work opportunities to grow the skills and knowledge of our people.

Our firm values also say a great deal about who we are and how we operate.

1. Always be honest. Always. Not just with those around you, but with yourself.
2. Freedom. Our firm exists to help our clients and our team achieve financial freedom. We can’t have happiness without freedom, and we are able to help our people achieve both. That’s what we want.
3. Balance. Nothing is more important than our team having balance in their lives. That means prioritizing family, health, and happiness over work. We will always remain laser focused on that.
4. We own our mistakes. We must trust each other and our clients must trust us without a moment’s hesitation. That level of trust is not possible unless everyone owns their mistakes.
5. Do the right thing. Be courageous and do the right thing, whatever that may be, no matter the risk. If you do, the firm will always have your back. No matter what.
6. Be creative. This might sound strange for an accounting firm, but life’s problems require creative solutions in all areas. Even accounting. But we do much more than accounting. We provide solutions and trust.
7. Be different. Each of us must be unique to provide a unique Client experience that is highly valued. Uniqueness is within each of us, so just be your true self. Nothing more, nothing less.
8. Never quit. There will be serious difficulties on our journey. That is a certainty. We will only succeed, and our clients may only succeed, if we commit to persevere against all odds.