MD Advisors Group
OUR HISTORY & APPROACH
MD Advisors Group was founded as an accounting firm in 1949. The firm has never left the downtown Mankato area, and the founder’s vision of personal, quality services remains strong today. In addition to accounting, we also offer a wide range of integrated services, including: tax, accounting, bookkeeping, payroll, investment, and advisory services. This integration is possible through the collaboration of our three companies – MD CPAs & Advisors, MD Payroll Advisors, and MD Wealth Advisors. We’ve also expanded our service area beyond Mankato to include clients throughout the upper Midwest and beyond.
Integration and teamwork is vital to our approach. Our most important team member is you, our client. We will work closely with you to make sure your goals are being accomplished and your service needs are being met. The integration of our solutions is designed to give you the features you need, paired with the technology and benefits you desire.
Our mission is to help our clients prosper and accomplish their goals by providing them with services and solutions to help them better manage their finances, business, and employees.
MD CPA's & Advisors is committed to outstanding customer service. Each client is assigned a Certified Public Accountant in charge of their account. We strive to understand each client’s individual needs to provide them services that will help them accomplish their goals.
To achieve this, we created the iReach method to develop and practice the following core values, and we continually ask ourselves, "Did iReach today to provide outstanding customer service?".
Integrity is honesty, openness, and demonstrating mutual respect and trust in others. We will demonstrate integrity by upholding high ethical standards and conducting business in a manner that reflects well upon the reputation of the company and our clients.
Respect will be granted to all clients and will be extended beyond to include respect of our clients’ private and personal information.
Education is vital to providing the highest level of service. As members of the Minnesota Society of Certified Public Accountants we dedicate significant time for continuing education to ensure our staff is well educated on changes in tax law to keep up with new rules and regulations in the financial, accounting and business world.
Agility is our ability to respond to change rapidly and accurately without losing vision of our mission and values. The ever changing trends of the industry and its ups and downs require agile actions by us to ensure our clients are in control of their financial health.
Customer Satisfaction is our ultimate goal. Without the satisfaction of our clients we wouldn’t be in business. Our clients are the foundation of our company and we promise to uphold the highest level of service throughout our professional relationship.
Honesty is key to every relationship. We will provide honest, straightforward information to all our clients in order to create and preserve long lasting relationships while maintaining your financial health.
We encourage our team members to give back to the community in which they live. Over the years, we have supported and participated in many professional and civic organizations, and we still actively participate in many today.
Business Networking International (BNI) - BNI is the largest business networking organization in the world. They offer members the opportunity to share ideas, contacts and most importantly, business referral. Our local chapter meets once a week to get to know more about each other’s businesses and how it can benefit our clients.
Greater Mankato Area United Way - The United Way improves lives by mobilizing the caring power of our community. Helping children succeed, strengthening and supporting families, promoting self-sufficiency and building vital and safe neighborhoods are some of the priorities of the United Way. We have several team members who participate and personally support the efforts of our local United Way.
Sertoma - The primary service project of Sertoma is assisting the more than 50 million people with speech, hearing and language disorders. Sertoma also sponsors community projects to promote freedom and democracy, to assist youth and to benefit a variety of other local community needs
American Institute of Certified Public Accountants - The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants. Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.
Minnesota Society of Certified Public Accountants - The Minnesota Society of Certified Public Accountants (MNCPA) is a not-for-profit professional organization. They have offered services that support CPAs and other accounting professionals since 1904. There are currently more than 9,000 members working in public accounting, industry, government and education.
QuickBooks ProAdvisor® - All Certified ProAdvisors® are specially trained experts who have earned their credentials by passing a rigorous QuickBooks certification course. They offer a wide range of services, including QuickBooks setup, training, and troubleshooting. In addition, many Certified ProAdvisors® are CPAs, small-business consultants, and tax experts.