Kenneth J. Lonie, CPA is proud of the commitment made to all clients, employees and the local community. Kenneth J. Lonie, CPA is very proud of the firm’s history and the people who work for, and represent this firm.
You are now presented this opportunity to take a glimpse into the ideas and people who will meet and exceed your needs.
Mission Statement
The mission of Kenneth J. Lonie, CPA is to provide high quality public accounting services on a timely basis, providing clients with the best value for the services rendered. This firm will be your advocate and will seek to provide the necessary services with an ongoing comprehensive quality control program to provide 100% client satisfaction.
Commitment
Client Satisfaction
Kenneth J. Lonie, CPA has been providing services for over 25 years. The level of service offered is unequalled by competitors. Your accounting needs will be satisfied in a timely and professional manner. This will be accomplished by the participation of all staff members to complete your accounting services efficiently. Since all of the firm’s staff members participate, all staff members become familiar with your operations, personnel and needs. Sensitivity to your concerns and a supportive role to assist you is of utmost importance. A solid business relationship will be built by assisting you in managing operations and providing you solutions to your problems. Through sensitivity and attention to detail, both sides of the relationship benefit and prosper.
Expertise
Kenneth J. Lonie, CPA has developed a special accounting expertise in serving small and medium sized businesses over the past 15 years. The firm’s staff continues to learn, grow and participates regularly in Continuing Education Classes and Seminars. Staff members will also attend special seminars geared to the ever changing tax laws.
This firm has many years of successful tax experience. This includes many “success stories” over the years representing clients regarding tax audits or disputes for income tax related matters or problems with the sales tax authorities.
Timeliness
It does not matter how good services are if they are not done in the time required. Recognizing timeliness, procedures have been implemented which are responsive; utilize a team approach and which take advantage of current technology. This allows for quick and efficient preparation of your financial reports, income tax returns and the variety of functions necessary in today’s rapidly changing environment. With a well trained staff, a complete library of on-line research publications, and state-of-the-art notebook and network computers, the resources and tools needed to meet your accounting needs and reporting deadlines are already in place.
Achievements
Kenneth J. Lonie, CPA recognizes that people are your most important asset, especially family members. For the most part this is a family run business. Those not connected to the family are always treated as part of the family. The level of familiarity of each staff member hat makes a successful team us successful in providing a high level of service to our clients.
Community Involvement
We believe in making positive contributions to the communities in which we work and live. Our members are active participants in community, business and professional organizations such as the Temecula Valley Chamber of Commerce, the Murrieta Chamber of Commerce, the TemeculaMurrieta Kiwanis Club, the Temecula Rotary as well as other business networking groups.