Mission & Vision

Our Vision

To influence business owners with the spirit of abundance by maximizing net worth through facilitating business expansion and creating personal prosperity.

Our Mission

  • We provide timely, accurate, and reliable financial data that allows business owners to achieve their personal and business goals faster through optimal, fact-based decisions about the current and future operations of their company.
  • We provide bookkeeping services, products and tools that will minimize our clients' investment in creating this data and provide them the freedom to spend their time and resources executing strategies that will achieve their goals.
  • We are a team of enthusiastic and successful people who are committed to creating prosperity, freedom, and balance in our own lives, as well as those of our families, our co-workers, our clients and those in our community.

Our Core Values

  • I am part of a team. I help my teammates however I can and my decisions are based on achieving the goals of the team as a whole. I know I cannot achieve this alone and the success and morale of my team are my highest priority.
  • I am balanced. I have a full life composed of work, family, friends, travel and hobbies. My personal goals are as important to me as my professional goals.
  • I am enthusiastic. I believe passionately in what I am doing and create fun and excitement in all aspects of my life. I have an infectious attitude that makes others want to be a part of the happiness and success I experience every day.
  • I am grateful. I appreciate the opportunities in my life and am grateful for anything that takes place.
  • I am of service in every way I can be. I am of service to my team. I am of service to my clients. I am of service to those less fortunate that myself. I volunteer regularly and dedicate my time and resources freely to helping those around me prosper.
  • I am disciplined. I focus on one thing at a time and complete the tasks at hand. I avoid distractions that interfere with my outcomes.
  • I am consistent. I follow a system that can be duplicated by others and I can be counted on to meet deadlines.
  • I am honest. I always tell the truth and believe that a lie by omission is still a lie. I own up to my mistakes and shortcomings regardless of the consequences.
  • I have integrity. I have faith in my own ability to tell right from wrong and never engage in unethical behavior for any reason. I am not swayed by those around me.
  • I am flexible. I know things don't always go according to plan. I am willing and able to adapt to circumstances as they arise and reset my course to achieve my objectives.
  • I always strive for a win-win-win result. In my ideal world I win, the client wins, and above all my team wins. I believe that my ideal is always possible and will continue to work on a solution until this goal is achieved.
  • I am in exchange. I believe something for nothing is the ultimate downfall of all cultures. I will not put myself or others in this position. I always strive to give more than I receive in return.