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Our Values

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Our mission is to work as an action-oriented team of professionals to deliver:

  • CPA services providing the highest quality tax returns and financial information
  • Forward-looking outside CFO services
  • Profit oriented CEO coaching services

The result: Our clients become more profitable, successful and secure.


Our vision is to be recognized as an organization of professionals that enhances the growth and profits of small businesses throughout Wisconsin.  This will be accomplished by building a team of professionals that help businesses:

  • Clearly and accurately understand where their business is now.
  • Define and document where their business wants to go.
  • Develop an action-oriented strategic plan to determine how their business will "get there."

Core Values

  • Integrity.  To be sincere, honest and trustworthy and respect the confidentiality of each client.
  • Concern.  To show compassion, be empathetic and harbor a true desire to understand each client.
  • Reliability.  To be dependable and to meet and exceed the expectations of every client.
  • Responsiveness.  To respond in a timely and meaningful manner to clients' wants and needs.
  • Professionalism.  To be committed to being professional in communication, correspondence and appearance.

Critical Success Factors

Build A Team Of Talented Professionals Who Are:

  • Trustworthy
  • Motivated
  • Willing to learn
  • Client-focused
  • Dependable
  • Organized
  • Self-confident
  • Respectful
  • Accountable for success

Remain Client-Focused By:

  • Proactively seeking client opinion
  • Listening to and understanding client concerns
  • Offering possible solutions to client concerns
  • Being consultants, not experts
  • Knowing the importance of client satisfaction
  • Delivering outstanding customer service 

Maintain A Successful Organization Through:

  • Showing respect by listening and communicating with clients and team members.
  • Empowering team members and delegating responsibility for firm and personal growth.
  • Recognizing and rewarding outstanding work performance.
  • Providing training to allow for continuous development and rewarding career opportunities.
  • Motivating a team that will have fun making this philosophy statement come alive!