top of page

WHO WE ARE

We're good

listeners

We take the time to understand your unique goals, challenges, and aspirations. We know it's not a one-size-fits-all approach.

We're your financial confidant

Your trust is paramount to us, which is why 

we're committed to open and honest communication every step of the way.

We're proactive, not reactive

We don't just wait for tax season. We analyze your financial health and identify potential opportunities for growth and tax optimization.

We're ready to celebrate

Your success is our success. We genuinely take pride in seeing your business flourish, and we're here to cheer you on every step of the way.

We thrive on partnering with our talented team and valued clients to achieve their goals and celebrate their success. We go beyond being just advisors; we serve as mentors, collaborators, and active community members, building strong relationships and delivering solutions with integrity.

 

We foster a collaborative environment where everyone feels empowered to contribute their unique skills and perspectives. Our firm places high value on family, each other and our community. We are consistently seeking ways to give back – actively volunteering together and extending our individual expertise outside the office walls.

True Service Culture

At Baker Holtz, True Service Culture isn't just a buzzword; it's the very foundation of our philosophy.

 

We believe that building genuine relationships, exceeding expectations, and fostering trust are integral to creating a successful and fulfilling experience for both our clients and our team. This commitment manifests in everything we do. We strive to deliver exceptional service that goes beyond the ordinary, solidifying our position as leaders in the industry and building lasting connections with those we serve.

TSC model

A little bit of history...

Established in 1979, Baker Holtz operated under a traditional business model for over three decades.

 

In 2012, we embarked on a pivotal shift, transitioning to a true service culture model. The traditional hourly billing model that we used for many years, prevalent in many firms, prioritizes internal processes over client needs and we knew there had to be a better way.

This move required the elimination of the billable hour structure, as we recognized its inherent incompatibility with a truly client-centric approach.

 

We couldn't do both and we knew this was the right thing to do.

How does this impact our clients?

By eliminating the pressure of billable hours, our team can dedicate more time and energy to building stronger relationships with our clients. This allows them to delve deeper into understanding client needs, which results in providing more personalized and strategic guidance.

Your success is our priority. That's why you have unlimited access to our team's expertise. You can rest easy knowing there will be no billing surprises. Connect with us through face-to-face meetings, calls, or emails - we encourage open communication and look forward to hearing from you!

Why it works better for us:

This switch allowed us to create an environment where our team feels empowered, valued, and equipped to grow both personally and professionally. It allowed our team to focus first and foremost on the service they provide. 

 

This, in turn, translates to an engaged and dedicated team, ultimately leading to superior client service and long-term success for our firm.

We want to
hear from you!

Please fill out the form below and we will be in touch shortly.

Thank You!

Feedback
bottom of page