Compliance with professional standards
To
ensure we are adhering to the latest professional standards, we keep
our library up to date with the latest releases and our staff stays
abreast of changes with continuing education and technical reading. We
have a well developed set of quality control policies and procedures
that are communicated to all staff, both professional and
administrative. In addition, we are peer reviewed every 3 years by an
independent CPA firm.
Keen interest in our clients
Even
in the world of internet and virtual access, we still take a keen
interest in our clients' business and how they operate. From time to
time, professional staff will visit client facilities to see how
business is really run in the trenches or chat with clients to see how
business is doing and to inquire about strategic plans.
Technology-Driven
We utilize the latest accounting technology to increase efficiency and reduce errors. With the extra time saved, we can focus on the value-added services that are important to our clients.
Security of financial data
We
treat our clients' data and records as if they were our own personal
financial information. We secure all documents and shred all
unnecessary or redundant client information. We run daily backups,
keep copies offsite, as well as verify the data on a monthly basis. We
also have a retention policy that ensures data is kept for the period
dictated by law, Federal or state statutes.
Reducing our impact on the environment
We
are a paper-less firm. We utilize a secured client portal for the
transfer of client files and information. While we do get faxes and
mail from time to time, our response is to quickly convert paper to
electronic format and either shred or return the documents back to the
client.
Diversity in the workplace
Diversity
provides our firm with different backgrounds, experiences, thoughts and
ideas. This allows each staff member to bring something different to
each engagement thus improving the quality of our services. This
benefits our clients in that they get fresh ideas, alternative
perspectives and well-though out recommendations for improving their
accounting functions and their business.
Team-driven focus
Our
staff exemplifies teamwork. Multiple staff are responsible for each
client. Meeting deadlines sometimes requires that each team member
does their part AND assist each other. Our office structure and work
ethics encourage staff to assist each other, whether the client is
assigned to them or not.
