CPA Chartered Professional Accountants
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Mission, Vision and Values

Holt & Co Mission

MISSION STATEMENT

(why we exist)

The mission of Holt & Co. is to accurately report financial information and business activities for small to medium sized business. 

This responsibility requires that we be service orientated and adhere to the Code of Ethical Principles and Rules of Conduct (CEPROC)  and rules established by CPA Alberta.
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Holt & Co Vision

VISION STATEMENT

(what we want to be)

Holt & Co.  employs competent and caring business professionals who are innovative, resourceful, collaborative, and helpful in facilitating the management and accountability of the Firms’ resources.
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Holt & Co Values

VALUES STATEMENT

(what is important to us)

We value a culture of accountability and people of integrity committed to doing the right thing.

We employ good business practices in our firm and encourage and assist business owners and their management in doing likewise.

We value input from those we serve, and recognize the importance of active listening, timely learning, and continuously improving.

We take personal ownership in helping find answers to questions and solutions to the financial problems of  the small to medium size business and their owners.

We value employees who have initiative, insight, and an ability to understand the environment in which we work.

We value a keen spirit of teamwork and cooperation in helping fellow staff accomplish their assignments successfully.

We model respect and civility in our communications with others.
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