Clients & Friends,
As we reflect on 2025, I am proud to share that it was a year of meaningful progress, strong performance, and thoughtful investment in the future of our Firm. August marked a significant milestone as we celebrated our 45th year in business—a testament to the enduring trust, collaboration, and confidence of our clients and partners. For that continued support, we are sincerely grateful.
Throughout the year, our focus extended beyond delivering the high-quality service you expect to include laying the groundwork for what comes next. We advanced several strategic initiatives designed to enhance the client experience and strengthen the agility and effectiveness of our teams. While many of these efforts occurred behind the scenes, each was purposefully guided by a single objective: to better serve our clients and community.
As we look ahead to 2026, our emphasis shifts to implementation and impact. We will begin bringing these initiatives fully to life, enhancing our service model in ways that place both our clients and our people at the center of everything we do. This next phase represents an exciting evolution for our Firm—one rooted in listening, learning, and continuously improving how we deliver value.
Our commitment for the year ahead is guided by our EDGe Initiative – Elevate, Develop, Grow – which continues to shape our decisions and investments:
- Elevate the client experience through more responsive, informed, and proactive service;
- Develop our people by expanding their expertise, leadership capabilities, and ability to meet your evolving needs; and
- Grow our Firm in a thoughtful, sustainable way that ensures long-term strength, stability, and relevance.
We believe that when our people are supported, equipped, and engaged, our clients benefit. That belief sets the standard for how we move forward.
Thank you for your continued partnership and confidence in our Firm. We are energized by what lies ahead and look forward to working alongside you in 2026 and beyond. As always, we welcome your questions, ideas, and feedback – please do not hesitate to reach out and connect at any time.
Andrea LaBarge, CPA, CGMA
Managing Partner