I love numbers. I love order. I love formulas. Of course – that’s why I’m an accountant. But as I gained experience in the field, I quickly learned something very, very important. There’s always a person behind the neat columns of numbers
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That person has dreams and goals, personally and for business. That person needs support in meeting deadlines and staying compliant. And that person deserves prompt, helpful, respectful service.  

When I was ready to start my own firm, I knew I had to build it on human-centered, trustworthy service that focused on my clients’ big-picture goals. I wanted to create a warm, personal relationship with every client.

What does that mean? Let me give you an example:

Early in my business, a client called because his wife was locked out of her bank accounts. She had started an NPO when she was a teen. Since she was too young to open bank accounts, the adults in her life opened them for her. But when she turned 18, they didn’t add her name to the records.
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Big mistake! Now she was in her twenties and couldn’t access the NPO accounts. At the end of his rope, my client turned to me for help. It turns out I knew the banker personally from my years in the business. I reached out to him directly, and within the day, we resolved the issue.
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My client and his wife were thrilled, and so was I. I love coming through for my clients beyond the “box” of accounting or tax preparation. That’s the kind of personalized service every client deserves.