SUMMIT CPA CORE FOCUS
We creatively solve multi-layered, financially focused challenges for high-wealth families, their foundations, trusts, and businesses.
Get it Done
Take action and deliver exceptional outcomes.
Core Value in Action:
- Prepare thoroughly and deliver work that is complete and on time
- Meet deadlines without compromising quality
- Take initiative without waiting for direction
- Propose practical solutions when problems or challenges arise
- Make decisions confidently and take responsibility for the outcome
Boutique Experience
Provide tailored, high-touch service for a meaningful personalized experience.
Core Value in Action:
- Anticipate client needs and go beyond expectations to meet them
- Make time for kind and generous gestures towards clients and colleagues alike
- Focus on creating a positive and personalized experience for each client interaction
- Offer customized solutions instead of one-size-fits-all approaches
- Schedule regular checkups to maintain strong relationships
Unrivaled Expertise
Exude next-level mastery of tax, planning, and business advisory opportunities.
Core Value in Action:
- Stay updated on latest tax codes, regulations, industry trends, and best practices
- Embody a commitment to learning from mistakes and embedding those lessons learned into processes
- Develop a deep understanding of clients, industries, and challenges
- Share knowledge and insights with the team and clients to foster collective growth and
learning - Be the go-to resource for specialized tax and advisory issues
Ownership
Take initiative, be responsible, and follow through.
Core Values in Action:
- Demonstrate accountability for both personal and team successes and mistakes
- Take pride in representing organizational values in all work
- Offer solutions instead of complaints when problems arise
- Volunteer for tasks and projects when need arises
- Address issues directly and professionally instead of deflecting blame
Passionate Enthusiasm
Bring high energy and positive drive.
Core Values in Action:
- Take responsibility for the energy you bring into any situation
- Demonstrate excitement about team discussions and solving issues
- Engage actively in discussions and brainstorming sessions
- Make clients feel valued by bringing positive energy to interactions
- Promote a fun and dynamic workplace culture
Growth Mindset
Embrace challenge, adapt to change, and invest in improvement.
Core Values in Action:
- Adapt to changes with openness, curiosity, and flexibility
- Embrace new technologies, methods, and tools
- Stay calm and solution-focused in the face of uncertainty
- Continue to pursue learning and skill development opportunities
- Remain open to constructive criticism and use it to improve