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How We Tick

We believe we can make a difference in the lives of our clients, and that all businesses can be designed to run better – according to the goals and dreams of their owners – if they are properly guided.

 

Like the Holden Moss Clock, the inner workings of our business have a history and an intricacy that is unlike any other.  There are hundreds of Certified Public Accountants in North Carolina and throughout the country, and we consider that a great thing.  It means that you can do business with those you connect with best.  

Our philosophy is not that we are the only CPA firm in Raleigh (or Henderson, Wake Forest, Oxford, or Warrenton), but that we have a certain way of doing business – for ourselves and with you – and if you like us, and it’s a fit, we’d love to do business with you.  If not, there are no hard feelings at all, and we encourage you to come to our site as often as you like to download free resources such as our client tax organizer, financial calculators, or free one-page strategic plan, for which we are well known. 

This is who we are.  If it’s who you are, too, then it’s nice to meet you. 

 

Our Pillars:

 

  • Integrity – We are ethical and must earn the trust of our clients.
  • Stewardship – We watch out for our clients and their affairs.
  • Service Excellence – Doing the right things right.
  • Creativity and Innovation – Thinking outside the box, not being willing to accept ‘no’.
  • Continuous Learning – A continual yearning for knowledge.

 

We believe we can make a difference in the lives of our clients, and that all businesses can be designed to run better – according to the goals and dreams of their owners – if they are properly guided.