Core Values

Challenge – Inspire – Transform

VISION

We provide accounting leadership that inspires confidence and hope in our team and our clients and sets up a cycle of growth and transformation for our clients’ businesses as we grow and transform our accounting leadership and team.

MISSION

To bring clarity to our clients regarding their accounting and tax matters by challenging and inspiring them to adopt technology that allows us to work seamlessly with them to ensure their books and records are up to date in real time;

To inspire confidence in our clients that we are working together with them to ensure their business is being taken care of; and,

To provide expert and timely accounting and leadership advice and connections to help our clients be successful.  

Challenge – Inspire – Transform

Breaking down our core values:

Challenge:

• we challenge the status quo;
• we challenge CRA on their decisions if we believe they are not correct;
• we challenge clients on their accounting software; we challenge our clients to be better and more efficient;
• we challenge each other to be better; we challenge each others decisions, theories and way of doing things;
• we challenge the firms systems and processes and offer ways to be better, more efficient
• we challenge the firm to be a leader to our clients, team and the community
• we challenge ourselves to have the courage to do what needs to be done, have the audacity to disagree and ask the question nobody wants to ask(the elephant in the room questions), to persevere and keep worrying a problem because there is always a solution (never ever give up), to seek to understand, to always give the benefit of the doubt until we know all the facts and details, to keep growing and learning.

Inspire:

• inspire our clients to be better
• inspire our clients to take on technology
• inspire our clients to grow and transform
• inspire each other to be better leaders every day
• inspire each other to be the best we can be – to be courageous, persevere, audacious and seek to understand
• Inspire the team to work together to provide excellent and transformational work
• inspire the firm to be the leader in the business community
• inspire the firm to be a leader to each of our clients

Transform:

• transform our clients into believers in growth and transformation
• transform and maintain a standard of excellence in our teamwork
• transform our firm to be a leading accounting service provider in Simcoe-Muskoka
• transform individually so that anyone who joins our team experiences personal and professional transformation while they are with us  

Accounting leadership that inspires confidence and hope in our team and our clients and sets up a cycle of growth and transformation for our clients’ businesses as we grow and transform our accounting leadership and team.

Breaking down our Vision:

Accounting- includes bookkeeping, tax, financial information, leadership skills

Leadership – means everyone must be a leader -staff and clients

Inspires confidence and hope – key 21st century leadership qualities; our clients are confident and hopeful for their future, staff are confident and hopeful for their future and the firm is confident and hopeful for its future

In our clients – if our clients are confident and hopeful for their future, then staff are confident and hopeful for their future and the firm is confident and hopeful for its future

As they grow and transform – we want our clients to grow in leadership skills, grow their business and we want to grow with our clients  

Breaking it down our Mission

Our clients want

1. Clarity
   • a. What are their obligations
   • b. What are the deadlines
   • c. What we can do to help them
   • d. What do we do for them
   • e. What do they need to do
2. Confidence
   • a. In us that
     • i. Their obligations are met
     • ii. Their deadlines are met – no penalties and interest
     • iii. Their bookkeeping is up to date
     • iv. We take their needs seriously and respond quickly
   • b. Their systems are working
   • c. They have a plan and it is being implemented
   • d. Their tracking mechanisms and KPI’s are meaningful
   • e. They are managing their growth
   • f. They are developing the skills of a 21st Century Leader
3. Expert and timely leadership advice and connections
   • a. 21st Century leadership tools
   • b. Responsive to their needs and questions – 12 hour response time
   • c. How to use technology to meet their bookkeeping and government obligations
   • d. Accounting and bookkeeping best practices for them
   • e. Planning and tracking growth
     • i. Cashflow
     • ii. Pricing
     • iii. Customer types
     • iv. Monetizing your unique skills
   • f. Installing and managing systems
   • g. Meaningful KPI’s for their business
   • h. Monetizing their tech-stack
   • i. Connections
     • i. External resources to mitigate risks
       • 1. HR consultants
       • 2. Insurance brokers
     • ii. Legal advice
     • iii. Marketing resources
     • iv. Training

Secondary but equally important core values

We act with:

Integrity
Confidence
Kindness
Understanding
Respect

Integrity means:

Honesty – we tell it like it is both to each other and to our clients
Courage – we stand up for each other and for what is right
Responsibility – we take responsibility for our commitments to each other and to our clients and we meet our deadlines
Dependability -our clients can depend on us to get their work done and their filings done accurately and on time
Trust – that we make sure we have the knowledge to steer ourselves and our clients on the right pathway to success
Loyalty – we align ourselves with the core values of the firm and we are loyal to our clients in helping them meet their financial goals

Confidence means:

We know what we are doing
Clients can rely on the information we give them. We don’t guess, we research and ask people who know.
Clients can rely on us to get their work done on time and accurately. We know their deadlines and prioritize our work to meet them

Kindness means

We are friendly, generous and considerate with each other and with our clients

Understanding means

Sympathetic towards their situation
Tolerant of others
Aware that we all have feelings – team members and clients
Forgiving of the fact that not everybody understands accounting

Respect means

Consideration for peoples feelings and wishes
Admiration for their achievements
Look for the good qualities in the people we deal with whether a team member or a client