Our Mission and Focus
We enjoy being able to manage the needs of our clients and helping them confidently run their businesses
We have a tech forward approach and enjoy sharing our knowledge with our clients
We bring great organizational and time management skills to our clients and co-workers
We take the time to listen clients and feel a sense of loyalty to our clients and our co-workers
We bring a strong skills and systems in place to support our clients’ diverse needs
We enjoy continually learning new things to better serve our clients
We actively seek additional ways to serve our clients and assist our co-workers
We believe in establishing and following procedures for optimum client outcomes
We are comfortable and confident communicators and have an eye for detail
We are proactive and team players with our clients and coworkers
We collaborate with our clients and other members of our team
We want to partner with organizations that need a deeper understanding and a more technical resources when it comes to their accounting and tax needs
Rather than a one size fits all approach, we keep an open mind and find creative solutions to the inevitable array of issues and situations that present themselves.
You can find our office on Broad Street across from NAPA and to the right of the Dutch Market in the large Square Brick Building.