We are organized because we know it increases accuracy, speed and efficiency.
We are all committed to self-improvement – both professionally and personally
We are mature – we don’t gossip, we defer gratification, we keep our promises, and are dependable in all circumstances.
We are courteous in every conversation.
Optimism:
We don’t complain
We always look to make the best of every situation
We don’t let others’ attitudes have an effect on us
We have high expectation and expect to accomplish great things.
We are always Cheerful
Excellence:
We are proactive; we will have financial reports and tax documents well before due dates and business deadlines.
We fully engage in what we are doing at all times; we seek to understand the context in which our clients will be using the information.
We always use initiative; we are consistently looking for ways to help improve our business, our clients’ business and over-all quality-of-life.
We follow properly designed systems; we know that ensures our success.
We are consistently testing any improvements to our processes and systems and measuring the results.
Integrity:
We believe that accurate work is our most important product.
We hold every detail about our clients in the closest confidence.
We believe that everything matters – we take care in the smallest details because we know that is how grand accomplishments occur.
We respect each other’s time and take our commitments seriously.
Therefore we strive to be on-time for all meetings. (If for some unavoidable reason, we might be late or miss a meeting we will get in touch with you as soon as possible.)
We meet our commitments.
Our behavior is the same no matter who we are working with or what we are working on
Maturity:
A Calm, Measured and Deliberate manner is present in all aspects of business, client interaction, management, and sales.
We attract the right clients.
Materiality:
We carefully consider our priorities and order our work accordingly
We only work on the right things when it is the right time
Our advice to our clients is not influenced by their fleeting emotional state…we don’t sell them products that aren’t right for them until it is right for them.
Leadership:
We set our own standards
Every Team member sets their own deadlines and holds themselves accountable.
We work hard, but more importantly we work smart. We are always considering tools and processes that will increase our accuracy, speed and efficiency.
Accountability:
Each of us takes responsibility to make sure that we are clearly understood.
We respond to all correspondence within 24 hours, most likely the same day. (Even if we don’t have the answer, we will reply with a time-frame in which we will provide the answer.)
We don’t make excuses. Sometimes, things happen and we may give reasons, but we don’t seek to avoid responsibility.
