The driving forces and values at MPK Advisors & CPAs are mission, purpose and knowledge (MPK). With that in mind, Michael Klein founded the company to innovate and redefine the role of the accountant and infuse mission, purpose and knowledge into relationships with clients. After so many years hearing taglines for CPAs like “bean counter,” “tax preparer” and “compliance person,” Michael realized that the perception, and (in many cases), the reality is that these phrases characterize the extent of what the public experiences when engaging with today’s accountants and CPAs. This was discouraging, especially when knowing what the greater public needed and deserved when turning to a CPA for help.

What he found was that clients weren’t just looking to get their tax return prepared at the end of the year, or for a set of financial statements to be ‘emailed over’ without any other interpretation of results. From talking to many individuals, families, nonprofit organizations and businesses in the community, the consistent feedback Michael received when asked what a client wanted in a CPA was: trusted advisor. The gap between the perception of many of today’s accountants and CPAs, and what could be, inspired Michael to found a firm that would change the role of the accountant from “compliance person” and “bean counter” to trusted advisor. This new relationship paradigm would start with understanding what mission and purpose drive clients, and bring years of knowledge and experience to guide their financial decisions.

“Being purpose-driven also starts with us. Because of our firm philosophy, we believe strongly in being a vested part of our community by giving of our time, talent and financial resources for the benefit of the community at large. We know how much this means for the nonprofit and church organizations we serve as well.”