Choosing the right accounting firm is about more than the services they offer. It’s about who you’ll be calling when a hard decision comes up, and whether that person actually knows your business.

When you work with us, you can expect:

You Get a Lead Advisor, Not a Rotating Cast

The first thing most new clients notice is that they have a name to call. At Simon Lever, every client is paired with a dedicated Lead Advisor, a single point of contact who manages your relationship from day one, backed by the rest of our team . No reintroducing your business every time you have a question.

Your Lead Advisor’s job isn’t just to complete your return or close your books. It’s to understand what success actually looks like for you, including your goals, your industry, and your timeline, and to stay engaged in that picture year-round, not just at tax time.

Your Lead Advisor is Backed by a Full Team of Experts

A single point of contact doesn’t mean a single point of expertise. Behind every Lead Advisor is a deep bench of specialists across tax, advisory, outsourced accounting, and assurance services. When your question calls for specialized knowledge, like succession planning, valuations, sales tax, or employee benefit plans , your advisor brings in the right expert without you having to track them down yourself.

You’ll also get to know your engagement team: the additional professionals who work alongside your Lead Advisor on the day-to-day details of your account. So whether you’re speaking with your advisor directly or one of their team members, you’re always talking to someone who already knows your business, never a stranger starting from scratch.

You get the depth of a full firm with the simplicity of one relationship.

We Take the Time to Understand Your Industry

Generic advice rarely solves real problems. That’s why Simon Lever advisors immerse themselves in the industries they serve: agribusiness, construction, manufacturing, real estate, nonprofit, professional services, and retail. Each of these industries comes with its own rhythms, regulations, and pressure points, and your advisor should already understand them before you walk in the door.

We ask questions first. Strategy comes after we understand what you’re actually trying to build.

Proactive Communication From Our Team

A lot of business owners come to us after years of accounting relationships that went quiet. That’s not how we operate.

Proactive communication is central to how Simon Lever works. Our team checks in, follows up, and stays ahead of changes in tax law, in your industry, and in your business, so decisions get made with enough lead time to matter.
That also means taking the long view. Instead of managing your business one deadline at a time, we help you build a strategic plan for where it’s headed, so today’s decisions support next year’s goals too. The goal isn’t just accurate filings. It’s fewer surprises.

A Firm Built on Relationships, Not Transactions

This approach isn’t a recent marketing decision. It traces back to the founding of our firm in 1951, when our namesake opened a small Lancaster practice on the belief that business is built on trust and genuine care for people. Decades later, that same idea still shapes how we hire, train, and serve clients: deeply engaged teams, a culture of care, and advisors who are both technically excellent and genuinely invested in your success.

It’s also why our mission centers on being a partner at the table, not a vendor on the other end of an email.

Next Steps

If that sounds like the kind of advisor relationship you’ve been looking for, we’d love to start with a conversation about where your business is headed and whether we’re the right partner to help you get there. We look forward to a discovery call to learn more about your story.

Learn How We Partner With You

Start with a conversation about your goals and how we can help.

Meet Audrey

Learn How We Partner With You

Audrey Landis, CPA

Director