The Swell Way

We hold ourselves to the highest standards in our respective industry in both our ability to understand our solutions are in the way we interact with your clients.

1. Be objective

   a. We don’t let our personal views or experiences cloud our judgment when it comes to advising your client. We take as much emotion out of the situation as possible.

2. Have integrity

   a. We don’t shy away from issues that may come up. Having all issues on the table is the best way to insure there are no surprises down the road.

3. Confidentiality

   a. All our joint files are completely confidential. Outside of those who have been given express consent, our files will not be shared.

4. Be competent

   a. We do not overpromise and underdeliver. If we can not deliver the solution or something is out of our scope, we do not take the business.

   b. We actively deny files that occupy our time so we can perform to the best of our ability.

   c. Collaboration is key. We work together with the accountant to make sure we have a full understanding. Egos are put aside so we can have real authentic conversations.

5. Be a professional

   a. Be honest with everyone involved.

   b. Communicate what is going on with your work and your conversations with clients.

   c. Take action – don’t wait around for things to happen to you.

   d. Do what you say you will do. It is simple.

   e. Be collaborative with the other professionals.

   f. Learn and grow from others, take constructive criticism, and learn from it.

   g. The buck stops with us. We take responsibility for our actions and where we hold the line.

   h. Be part of the solution and not part of the problem. We actively strive to solve your clients problems.