We work hard to integrate both our people and our product to influence the culture of your workplace, making your company a place where people are valued and encouraged to have a little fun.
We provide devoted one-on-one attention to our clients.
Our Team is driven by creating an out-of-this-world service experience.
Lori is a strategic thinker with a drive to be the best. She generates ideas from things others can’t find a connection between. Lori is always looking to the future and is confident in her abilities and her work.
Matt is a strong communicator who makes connections with everyone he meets. His energy stimulates excellence in his team and his clients. Matt makes things happen by turning thoughts into actions and keeps his core beliefs at the heart of everything he does.
Brandon is first and foremost responsible. Not only does he take ownership of his assignments, but he does so with a high level of positivity and can create harmony on teams of opposites. His love for people shines through in his work and lifts us up.
Matt is above all things a learner. He loves to gain as much information as he can and dissect each piece of the puzzle to gain a full understanding of the problem to determine the best solution. We love having Matt on our team because he has a strong set of core values that are unwavering, which makes him a force to be reckoned with when you catch his competitive spirit! Matt is also one of the most positive and uplifting people you’d be lucky enough to meet.
Emily begins each task by building a relationship with it and those involved, which is why our clients love working with her. She is a high achiever, focused on the details, and is forward-looking to execute in the most strategic way.
Pamela is a responsible and high-achieving individual, who develops relationships through her recognition and cultivation of potential in others. She comes with a high set of core values and is exceptional at dealing with issues. Through her restorative efforts, she is highly capable of finding the root cause of a problem and its best solution.
Aundrea is analytical and responsible. These two traits put her in a perfect position to lead our tax and compliance department. Additionally, Aundrea brings focus to our office and her discipline in her work is something remarkable. Finally, Aundrea has a wonderful ability to relate to and work with others. She is easy to work with and a strong member of our team!
Kay find the connections in things and sees a reason for everything. This combined with his envelopment of our core value of making it better and his love for learning and strategic thinking make him a valuable member of our team and to our clients. Additionally, Kay is empathetic, allowing for excellent client care day in and day out.
Charlene is a harmonious force in our office. Her sense of responsibility and her analytical nature speak volumes in her role onboarding clients and helping them become set up for success. Charlene is a highly intellectual being with a craving to know more and gather information to make the best decisions.
Taylor is well defined by her strong sense of connectedness, and individualization. She knows there is a reason behind everything and she seeks out ways to make connections between team members to set them up for success with one another. Taylor has strong core morals and is highly intellectual and introspective. She stays incredibly busy and productive in our office.
Shante’s personality is what makes her such a special member of our team. From her ability to break the ice with a client and make a connection, to her excellent communication skills, Shante is easy to talk to and knows how to get the message out. Additionally, Shante is always smiling and keeps a positive attitude in all that she does. Through this, she cultivates potential in others and easily adapts to changing situations.
Haley is first and foremost a learner. She is continuously trying to better herself and strives to be a high achiever. Haley works hard to analyze the needs of our clients and determine if we’re a right fit for them or if there is a better fit for them elsewhere. She is highly focused and is incredible at figuring out what is wrong and resolving it.
Max has a love for learning and is highly intelligent, as showcased by his large vocabulary during his interview. A natural achiever, Max strives to find connections and context in his work, providing a logical and well-rounded approach to his endeavors.
Barbi is strategic and loves to learn while she works. She is a forward thinker and uses her strategic side to plan for the future. She activates her processes and gets things done, by gathering all the information and making decisions based on her findings.