Our vision is to practice accounting as a healing art. We apply a holistic approach to the financial well-being of our clients, much the way a family doctor approaches the well-being of their patients. Our values are compassion, integrity, mutual respect, sharing of knowledge, community involvement, and lifelong learning. We visit, we listen, we assess, we teach, we learn, we share, and we care.

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Our mission is to empower our clients, our staff, and our community. We empower our clients by helping them to improve their financial literacy and understand their financial lives. We empower our staff by guiding them to enhance their professional knowledge, skills, and abilities, and by encouraging them to develop a sense of purpose in their lives which brings independence, joy, and satisfaction. We empower our community by supporting non-profit clients, supporting local businesses, and contributing to local causes.