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                                    Client Service

                                    Call Us: (508)790-2727


                                    Our firm provides outstanding service to our clients...

                                    because of our dedication to the three underlying principles of professionalism, responsiveness and quality.We strive to provide outstanding service to our clients at a reasonable cost as part of our dedication to the principles of professionalism, responsiveness and quality.  We achieve this by assigning to our engagements experienced professionals who are dedicated to helping our clients in an effective and efficient manner.We take pride in giving our clients the assurance that the personal assistance they receive comes from years of advanced training, technical experience and business acumen.

                                     

                                    We strive to be more than your accounting firm. From the moment you become a client, our professionals will begin working to exceed your expectations. Our commitment to quality service begins with our team of qualified individuals and the core values we share as a firm. The team is comprised of competent, ethical individuals that work together to meet the needs of our clients.

                                     

                                    Our Mission

                                     

                                    Crabtree CPA & Associates will be a broad-based professional certified public accounting and consulting firm. We will proactively pursue and respond to the needs of clients by rendering a wide range of high-quality professional services commensurate with our collective abilities and representing true value in relation to cost. Although we will continue to operate the firm in conformance with sound business practices, we will remain a professional firm with our primary emphasis on serving, not profit.

                                     

                                    Our Philosophy

                                     

                                    Crabtree CPA & Associates is guided by our Philosophy that is based on certain core values and perhaps best expressed in condensed form by the Golden Rule:

                                     
                                    " Do Unto Others As You Would Have Others Do Unto You."
                                     
                                    It is symbolized by the Crabtree CPA & Associates gold ruler and implied in the Crabtree CPA & Associates motto:
                                    " We Care."
                                     
                                    We care about our clients, we care about our work, we care about our families and our communities, and we care about each other.

                                    Although the Crabtree CPA & Associates Philosophy can be summarized by the Golden Rule, it is comprised of many principles, such as those in our Statement of Principles namely:
                                     
                                    Service, Ethics, Recruitment, Compensation, Individual Progress, Advancement, Teamwork, Delegation, Education, Leadership, Individual Freedom, Communication, Decision Making, the Common Good and Balance.

                                    These important principles include fairness; doing everything for the individual up to the point of harming the team; helping the individual and our clients to become all that they are capable of becoming; optimizing, rather than maximizing, our financial success; and doing what is right for the right reasons, with the major emphasis on the long-range consequences of our decisions.

                                    Although we will continue to expand and refine the Principles embodied in the Crabtree CPA & Associates Philosophy, our emphasis will be on communicating, exemplifying and living the Golden Rule day in and day out.

                                    Our Vision

                                     

                                    Little of consequence is accomplished unless there is first a dream. After each dream comes the work to make the dream come true. Our Vision is that we will be relentless in our pursuit of:

                                        -Providing 100% of our clients with unmatched service, and 
                                        -Having 100% of our staff members realize professional and personal
                                          fulfillment while taking joy in making the dream come true.

                                     

                                    Firm History/ Professional Associations

                                     

                                    Ever since its inception in January 1992, our firm has tried to exceed our clients' expectations with solutions that are custom-tailored to their specific needs. As we've grown-and continue to grow-we remain committed to offering our clients a combination of state-of-the-art technology, a thorough understanding of the latest financial developments and unsurpassed financial know-how.

                                    • American Institute of Certified Public Accountants
                                    • Mass. Society of Certified Public Accountants
                                    • Certified QuickBooks ProAdvisor
                                    • National Society of Accountants
                                    • Better Business Bureau
                                    • Cape Cod Woman's Organization
                                    • American Institute of Professional Bookkeepers
                                    • American Payroll Association
                                    • Cape Cod Chamber of Commerce
                                    • Hyannis Chamber of Commerce
                                    • Cape Cod Young Professionals
                                    • Cape Cod Technology Council
                                    • capecodcpa.biz
                                    • capecodcpa.net
                                    • capecodcpa.info
                                    • capecodcpa.org

                                    Privacy Policy


                                    CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
                                     
                                    Types of Nonpublic Personal Information We Collect:
                                    We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
                                      
                                    Parties to Whom We Disclose Information:
                                    For current and former clients, we do not disclose any nonpublic personal
                                    information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
                                      
                                    Protecting the Confidentiality and Security of Current and Former Clients’ Information:
                                    We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.


                                    Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

                                      

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