Value People:  Clients/customers, but also co-workers, employees,  supervisors, vendors, affiliates, support people.  Be courteous, kind, good neighbors and citizens.

Delight Customers:  Under-promise and over-deliver superior service, accurate IRS reporting, easy account information access, clear reports and procedures. Provide education, flexibility and a helpful attitude.

Do the Right Thing:  Make good decisions and correct mistakes ASAP.

Do things Right:  Know the best standards and practices. Initiate and maintain the correct initiatives. Work with the right and best people.

Achieve Financial Stability For employees, the company, owners, clients, vendors and support agencies.

Embrace Change Change in the world and business is inevitable due to technology and geopolitical forces and without adaptation you will cease to exist.

Give Back:  Provide time, treasure, and talent as necessary to better families, company, community, and country.