Culture

We pride ourselves on building strong working relationships with clients. Our clients range from individuals and families, to owner-managed businesses to not-for-profit organizations, to established companies eyeing global expansion, and to companies getting ready to go public.

Our hands-on approach gives us insight to the challenges and opportunities of both business and personal affairs.

Our size allows us to combine depth of knowledge and technical expertise with significant personalized service and partner involvement that our clients have come to demand and expect.

Our firm was founded in February 1994 with the intent of creating an accounting firm that looks beyond the numbers’. We are committed to the success of our clients, our people, and our community.

Over the years, the firm has provided creative solutions to some interesting and unusual issues — from providing accounting assistance to an exotic reptile business, to preparing companies to go public, and to navigating intergenerational transfers of businesses and wealth. Across all our engagements, we have provided our clients with a depth of industry knowledge, individualized attention and quality, and value-added services on a timely basis.

Some of the ideals important to our firm continue to be:

• We are a ‘family of co-workers’ where the work environment is friendly and conducive to learning.
• Each of us is a mentor and, in turn, each of us is mentored.
• Our clients recognize that we care about what we do, and how we do it.
• We share our talents with our community through volunteering.
• We have fun along the way — even in those tough tax seasons!