Our Mission
At our core, Simon Lever has always been about serving others. As a team of business advisors and certified public accountants (CPAs), we are invested in the success of our clients, our team members, and our community.
Built on Partnerships
Simon Lever exists to maximize the success of those we partner with—our clients, our community, and our people. We believe success is built through trust, clarity, and meaningful relationships. Our mission guides how we serve our clients, collaborate as a team, and contribute to the communities around us. It shapes every decision we make and every relationship we build.
We are committed to delivering practical, proactive guidance that helps organizations move forward with confidence. By understanding each client’s goals, challenges, and opportunities, we provide advice that supports both immediate needs and long-term success.
Our Values
Our values define who we are and how we serve others.
Excellence: We will do our best every time.
Integrity: We will do what is right, regardless of the situation.
Passion: We will act with energy and enthusiasm.
Responsibility: We will take ownership of our actions.
Service: We will think of others first.
Together, these values guide our commitment to strong client partnerships, a supportive workplace culture, and meaningful community involvement.
Work With Us
Simon Lever provides the same level of care to our colleagues as to our clients, always building trust and pursuing excellence.