Vision Statement: What we want to look like when we’re successful
- Be a “Top 100 firm” by 2025
- Be digitally transformed so that we can efficiently attract, serve and retain loyal clients remotely all over the U.S. and the world where feasible
- Provide accounting, assurance, tax, and consulting, including human resources, information technology, marketing, growth, valuation, business planning (strategic, succession, exit), and specialized industry-specific consulting
- Have full immersion (relevance in the core operational areas of business) in the industry sectors we serve: cannabis, construction, financial & professional services, healthcare, manufacturing, nonprofit, real estate, restaurant, and technology sectors
- Be prepared to mitigate risk and leverage potential opportunities associated with disruptive technologies such as artificial intelligence, automation, machine learning, blockchain, and continuous audits
- Shift from hourly billing and time-based model to advanced pricing and outcome-based model
UNITED FIRM
- Recognize, respect, and value each other’s strengths
- Use diversity of thought to reach a shared vision and united voices
- Commit to quality and expertise
- Collectively support decisions
- Make all decisions on a firm basis rather than for the good of any one individual
- Assign work on a team basis, using individual strengths and industry expertise to provide the best possible service
- Communicate such that everyone involved in any assignment fully knows and understands what role they are to fulfill and has a clear understanding of the expectations
- Clearly define, test, and utilize processes and systems throughout the firm to promote complete trust and transparency
Brand Promise:
We passionately believe in the power of collaboration and what it can accomplish. When working together toward your success, you’ll find that we:
- Enhance your ability
- Make interactions easy
- Recognize that success is personal
- Impact the community
Core Values:
Ability
Easy Interactions
Personal Success
Community-Minded
Ability – Business success; Ingenuity; Innovation; Learning culture; Relevance
Easy Interactions – Clear communication; Client experience; Accessibility; Collaborative technology
Personal Success – Personal growth; Quality of life; Diversity of thought; Ethical behavior in all respects
Community-Minded – Team approach; Involvement; Long-term benefit above short-term gain
Contact Us
