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Santora CPA Group

Mission statement:

The continual pursuit and use of knowledge for the betterment of our clients, team, and community as a whole.

Solving our clients' problems is what we enjoy. We work with our clients to help them find solutions to the issues they face by providing “outside the box thinking.” We build close, personal relationships with our clients and provide “beyond the call of duty” service that strives to exceed their expectations.

Our innovative outlook and sense of urgency is our keystone. We care passionately about our clients and do whatever is necessary to make things right, right away. Our team of knowledgeable, friendly, and enthusiastic professionals strives to solve problems to the client’s delight every time.

Overview:

Whether your business or organization requires audited, reviewed, or compiled financial statements, our goal at Santora CPA Group is to provide these services in a timely and cost-effective manner. We have developed a staff of highly trained professionals who continually strive to be proactive towards our clients’ needs and who have gained significant experience within their respective areas of concentration. Our philosophy is one of adding value to the services we provide by discovering areas where efficiency and effectiveness of our clients’ financial management and reporting goals may be increased and maximized. Our approach is to first understand the business and the risks it faces and then, leveraging technology and our extensive knowledge base, work with our clients to achieve, and often exceed, their overall goals concerning the financial reporting process.

Santora CPA Group is a member of the BDO Alliance USA, a nationwide association of independently owned, local and regional CPA firms and businesses sharing a dedication to exemplary client service. The Alliance gives us access to the resources of BDO USA, LLP and other Alliance members, as well as the global BDO network, to further enhance our ability to meet your needs in an ever-changing local and global marketplace.

Vision:

Our clients' success will be our #1 goal. Increasing our clients' net worth will be the true measure of this goal. We will work with clients to help them grow and develop successful, awesome, outstanding businesses.

Our clients will be predominately business owners who strongly want to attain financial security and independence and want to create outstanding businesses that are more profitable, more enjoyable, and more rewarding.

We will develop and maintain close personal relationships with our clients by providing extraordinary, awesome service... with no exceptions.

We will get the job done to the client's delight every time. We will be innovative and personal in our delivery of all services.

Team members won't compromise their standards and values. There will be a high level of trust and mutual respect amongst all team members and clients. Everyone in the firm will care passionately about all clients, and do whatever is necessary to make things right ... right away.

Toll Free: +1 800 347 0116

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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