Simon Lever’s legacy of success makes lasting community impact

Since its origin in 1951, Simon Lever’s business advisors and CPAs have been raising the bar when it comes to client care. For over 70 years, Simon Lever has been using a time-tested client service process that is personalized to the needs of each individual organization and business they partner with. The process they use is influenced by the organization’s core values of passion, responsibility, integrity, service, and excellence. 

With these core values front of mind, the experts at Simon Lever works to maximize the success of their clients by providing business advisory services such as succession and estate planning, business valuations, business consulting, as well as the essential CPA functions of tax planning and preparation. While these financial components are the cornerstone of Simon Lever’s work, their team strives to understand the organizations they work with in a holistic sense that cultivates a lasting relationship between the firm and the organizations they come alongside. 

For Marj Wilcox, Water Street Mission’s Vice President of Finance and Operations, stewardship is an essential part of how her team approaches their financial practices, and this organizational value is tested through the financial audit process. When searching for a trusted firm to assist with their pending audit, Simon Lever was an obvious choice. 

When Marj began working with Ryan Nolt of Simon Lever to complete the organization’s annual audit, she was impressed by his dedication to building a strong partnership from the beginning. Before any financial work was completed, Ryan and his team visited the campus, took a tour of the grounds, took the time to listen to Marj’s concerns, and had conversations that deepened the firm’s understanding of how Water Street Mission benefits Lancaster residents. Through extensive conversation, Marj and Ryan strategized and identified the ways in which Simon Lever could come alongside Water Street Mission to execute their goals. Because of this, Simon Lever’s team of experts carried out a financial strategy personalized to Water Street Mission’s needs and helped the organization navigate challenges that arose in the audit process. 

“Over the years of working with Water Street we’ve been able to learn about how their organization operates and what their goals are in serving the community which provides the key foundation in partnering with them,” said Ryan Nolt, manager at Simon Lever. “Water Street always desires and welcomes our team to dive deep into the financials as they want to be fully transparent and aware of any potential issues or changes they can make to operate with more effectiveness.”

Marj praised Ryan and his team for acting with integrity and professionalism throughout the entirety of their work together, coming alongside the staff at Water Street to help fulfill the organization’s mission through a financially-savvy lens.  

“Simon Lever has been committed to understand how we serve those who have experienced marginalization and they are aligned with our desire to communicate dignity and value.  They use this lens to help us grow and create more robust systems,” Marj said.

During the times of the year when an audit is not in progress, Marj feels supported by the team as she asks questions about best practices or changes in financial policy. She appreciates the highly responsive nature and the team’s commitment to helping field questions and concerns. 

 “They’re a resource for us outside of the actual audit,” said Marj. “They are a true partner for us.”

Experience the benefits of Simon Lever’s client service model. Visit simonlever.com to learn more.