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We are a family-owned CPA firm with a proud and slightly quirky legacy. Going strong and serving up financial wisdom (with a side of giggles) to the community since April 2014.
Picture this: A team bursting with over-caffeinated CPAs and an ever-enthusiastic support crew, all dedicated to delivering personalized and professional financial services. We're not just here to crunch numbers - though we're legends at that - we're here to bring in some fun into the mix.
At the core of our slightly off-beat approach is the establishment of robust client relationships that foster trust, stability, success, and a good chuckle or two. We understand the diverse financial needs (and sometimes the odd eccentricities) of our clients and aim to tailor-make solutions that fit them like a glove... or a funny hat, if that's your thing.
From helping you make your cash flow groove to mitigating those sneaky risks, we've got you covered. As your trusted and slightly humorous financial partner, we go beyond the boring numbers and aim to nurture lasting, giggly connections. We're dedicated to empowering you and your business/organization to not just thrive, but also have a jolly good time in today's dynamic marketplace.
By choosing our CPA firm, you're not just getting top-tier financial advice, but also a dose of levity. Partner with us and witness firsthand the difference our team of professionals (and jesters) can make in achieving your financial goals, all while keeping the mood light!
To deliver high quality professional services to meet our clients’ specific needs, leveraging technology and saving our clients both time and money while growing together.
To be recognized as a leader and innovative accounting firm, delivering professional services to individuals and businesses while simultaneously maintaining a rewarding work environment for employees to thrive.
We strive for excellence in everything we do. We focus on solutions, and arrive every day inspired to make an impact through our talents, passion, and hard work.
We consistently advance our skills to grow with our clients. Concurrently, we offer our time and talents to the community in need without expecting a reward.
Integrity is the foundation for everything we do. We’re honest, and transparent, and honor our commitments to our clients and peers.
We have no tolerance for hidden agendas or passive aggressive behavior. We simply do the right thing — even when no one is watching.
We take pride, ownership, and initiative in our daily activities. We hold ourselves accountable and move efficiently to provide timely and accurate services to our clients.
We maintain a positive, fun, and inclusive culture that fosters open, honest, and meaningful relationships. We celebrate and respect our diversity and how they shape us. We invest in each other and the younger generation. We communicate
effectively, collaborate, learn, win, and grow together.
Time is a valuable aspect of our lives, so we align our time and priorities that’s important to us. We strive to maintain the best version of ourselves in all areas (spiritual, mental, physical, financial & emotional). When we get out of balance, we immediately take action to realign and give ourselves grace.
We do more with less. We are technologically savvy. We safeguard client and company sensitive information. We pledge to help protect our environment and company by reducing, reusing, and recycling our resources whenever possible.
We have a choice to be positive, show empathy, and care, and act with humility always. We are highly competent and exercise due care consistently. We heavily invest in our professional and personal growth. We are creative, innovative, and agile. We challenge the status quo, think big, and take bold actions!