Choosing an Accounting and Advisory Firm for Your Business


When choosing a new accounting and advisory firm to support your business needs and goals, consider the firm’s culture. The culture of the firm you select, like their vision, mission, and values, will tie directly into the quality of services and communication you are provided with and how your business will benefit.

As much as possible, look into how a firm’s culture is adopted and practiced by their team members and leadership. Avoid firms who present one culture online and practice a different one in reality.

Choosing the Right Culture

At KWB Accountants and Advisors, every team member represents our vision, mission, and values every day and in all the work that we do. We use these foundational building blocks to guide the services and support that we offer and to ensure we provide exceptional communication and outcomes.

Our vision is that with good information and advice, business owners will have the knowledge needed to make better decisions. We work hard to help you understand your accounting information and to improve the information available to you.

Our mission is to provide great advice that improves your business, simplifies your accounting experience, and helps you reach your goals. Through a caring and helpful partnership approach, we will provide services that achieve the best outcome for your business, you, and your family.

Our values are:

  • Clear Communication: We believe that clear communication is key to working efficiently and building strong relationships. We are always honest with you and talk about your finances in simple terms. We want you to understand what we’re doing and how we’re helping you so that we can operate together as a team.
  • Personable: We enjoy meeting with you, so being personable comes naturally to us. We want you, our team, and other service partners to feel welcome.
  • Accountability: We hold ourselves accountable for our commitments and for the services we deliver in order to establish and maintain trust.
  • Client Commitment: We make every effort to ensure you are delighted with what we do and how we do it. This mindset keeps us at the top of our industry and allows us to provide you with the best possible service, which is our commitment to you.
  • Innovation: Continuous innovation allows us to deliver the most appropriate suite of services to you in a manner that is beneficial to all. We choose to foster innovation by showing a positive attitude towards all new ideas, actively soliciting such ideas, and rewarding both individual and group successes.
  • Teamwork: We encourage a supportive, team-based environment at KWB. We actively share our knowledge and our time with others, coordinate our activities, and give of ourselves for the better of the common good.

If these ideas align with what your business values and strives for, consider making KWB your accounting and advisory firm.  

Book A Consultation

Click here to book a free consultation with KWB to discuss your unique business needs and goals and how a team of advisors can help you achieve your potential.

Click here to learn more about KWB’s ONSight Advisory services for business owners.

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