OUR VISION
We believe that clients are best served through a relationship with their trusted advisor that knows how to manage a team of professionals with a focus on designing, building and protecting a plan for client financial success.
HighPoint CPAs operates on the philosophy that integrated client financial solutions (tax, investments, estate and retirement planning) provide a better client experience through not only financial outcomes but also through relationship alpha.
Ultimately what matters to our clients should matter to us….so that when our clients confide in us, they know they can trust our advice because our interests are aligned.
TRUSTED ADVISORS –
INTEGRITY OF SERVICES –
DIVERSE SKILL SETS
Recognizing that the CPA skill set is unique in that the profession is highly trusted and respected for applying rigorous practice standards we have intentionally built a firm staffed with professionals with different credentialing, educational backgrounds and expertise knowing that our clients financial needs are multi-dimensional.
The firm is organized into three main business units – CAS, Tax, and Wealth Management. We provide what would be considered more traditional accounting and tax services in addition to advisory services such as small business fractional CFO services, structured tax solution engagements, retirement planning, investment management and estate planning. Our team members work together and rely upon one another to service our clients. We maintain a philosophy that no none of us is as smart as all of us.
OUR PEOPLE
Our people are truly our greatest resource. We look for talent that places a high priority on learning and professional development. We maintain a philosphy that one’s work ethic has to be constantly outpacing one’s talent. Our people have different educational backgrounds, and we consider unconventional hires when we know the individual shows a high potential for being a good fit. This means being a self-starter, ambitious, curious and a team player.
IDEAL CLIENT PROFILE
Our ideal client is someone that has integrity, listens to our advice, is respectful and appreciates our team of professionals. We analyze our client relationships annually to make sure we are a good fit for our clients and conversely to make sure our clients are a good fit for our firm. We want to be a firm that is relevant, agile, trusted and knowledgeable.
