About Us

Vision Mission

"To be the trusted leader in the accounting industry, known for our integrity, client-centric approach, and innovative solutions that drive transformative outcomes."

"These values are more than words; they are actions. Let's keep them as our guide as we navigate 2025 together."

Core Values

  • Integrity First Uphold the highest ethical standards with honesty and transparency.

  • Client-Centric Approach Always prioritize our clients' needs and deliver exceptional, tailored solutions.

  • Continuous Improvement Commit to learning, adapting, and delivering cutting-edge solutions.

  • Collaboration Foster teamwork and open communication to strengthen outcomes.

  • Excellence in Execution Deliver precise, accurate, and timely services with high standards.

  • Innovation and Adaptability Use technology and forward-thinking to improve

10 Pillars of SoCo

  1. This is a Christian business and a portion of our revenues are donated to Saddleback Church.

  2. We treat our clients how we would like to be treated.

  3. Our relationships are true relationships. We laugh together, celebrate success together, and are together through tough times.

  4. If we can’t provide value, we won’t engage.

  5. We believe that organizations can increase efficiency and provide better service with technology and connectedness.

  6. Our conversations behind closed doors are uplifting.

  7. Client interviews are for discovering if a relationship makes sense for both parties.

  8. Our 3 criterias for accepting new clients: must be profitable or a start-up, have a business or cause that is interesting to us, and must be nice and enjoyable to work with.

  9. We are current with the newest ideas in business, technology, and leadership.

  10. When we say yes we can, we will!