Mission & Core Values

High Performance Team for High Performing Businesses .


What Drives Us

At CAPATA, our mission is to deliver personalized, strategic financial management to passionate and responsive leaders by:

  • Bringing financial clarity
  • Minimizing the tax burden, while reducing stress and anxiety associated with tax preparation
  • Leveraging technology to improve processes and communication
  • Being proactive, responsive, and making sure our clients and team members know we are invested in them: We are committed to their success!

The Future We See

We see CAPATA as the premier provider of strategic financial management and tax solutions for business leaders – a trusted advisor who facilitates growth, is valued for expertise, and partners with clients and team members who share our commitment to mutual respect and a no-drama environment. 

Our Guiding Verse 

“Whatever you do, work heartily, as for the Lord and not for men,” Colossians 3:23 (ESV)”

At CAPATA, we believe that our work is not just a professional responsibility, but a calling. Colossians 3:23 reminds us that ‘Whatever you do, work heartily, as for the Lord and not for men.’ This means that every task — whether serving a client, supporting a colleague, or refining a process — is ultimately an opportunity to honor Christ. We pursue excellence not just for recognition or results, but as an act of worship, knowing that our true audience is God. This perspective inspires us to bring integrity, diligence, and care into every aspect of our work.

Core ValuesHICAP (High Capacity Team)


Hungry

Take ownership. Passionate about growth. Highly Responsive. Reliable. Constant improvement of processes and ourselves. Willingness to Develop Technical expertise. 

Integrity 

Honest even when it hurts. No surprises. Admit when wrong and Blame no one. 

Clear

Be decisive, Use plain language, do what you say, fully deliver, ok to say no and finish what you start on time! 

Adaptable

We adjust to the ever-changing marketplace and technology. We tailor our interactions to specific client needs AND do the right thing. Help one another. 


Professional

Confident in our skills, humble in attitude, seeking excellence in our work product. Humility allows us to be authentic with one another. No jerks, No drama!