In the town of Ozark, MO, Freedom Accounting and Tax is making a significant impact in the CAS sector. Since its founding in 1990, this dedicated firm has been recognized as one of the Top 50 CAS Practices. Known for its personalized service and commitment to community, Freedom Accounting and Tax is setting new standards in the industry.
Freedom Accounting and Tax thrives on core values that resonate deeply with clients: empowerment through education, integrity and trust, personalized service, community commitment, leadership development, client-centered collaboration, and service with a purpose. These principles ensure that clients receive not only exceptional service but also guidance that empowers them to thrive.
With a team of three full-time and two part-time professionals, Freedom Accounting and Tax offers a personal touch that sets them apart. Specializing in advising, mentoring, and projections, the team is committed to providing hands-on support that many firms are unable or unwilling to offer. This dedication to personalized service builds lasting relationships and fosters client success.
A standout success story for Freedom Accounting and Tax involves a client who ambitiously scaled from one to four locations in just three months. Recognizing the complexity of this growth, the firm developed tailored systems and dashboards for real-time monitoring. By assuming a near full-time CFO role, Freedom Accounting and Tax ensured seamless communication and operational continuity, empowering the client to expand confidently and successfully.
Freedom Accounting and Tax’s achievements have been widely recognized. Founder Rocky Lippold, an Enrolled Agent with an MBA in Accounting and Finance, a PhD in Finance, and a retired Army veteran, brings a wealth of experience and dedication to the firm. His leadership in teaching accounting and contributing to local business organizations underscores the firm’s commitment to community and education.
Innovation is at the heart of Freedom Accounting and Tax’s operations. By providing proactive, hands-on support and leveraging the latest technologies, they enhance efficiency and deliver exceptional value to clients. Their forward-thinking approach ensures that they remain at the forefront of the industry.
Community engagement is equally important. Freedom Accounting and Tax’s commitment to community and leadership development fosters a supportive environment that benefits both clients and the local area. This community-driven approach not only enhances client satisfaction but also contributes to the firm’s overall success.
Freedom Accounting and Tax continues to inspire with its unique blend of professionalism, innovation, and community service. As they look to the future, their commitment to empowering clients and fostering a positive community remains unwavering. Rocky Lippold’s advice to new CAS firms is encouraging: "Do not be afraid. You know so much more than you think you do and can be a big asset to your clients."
For more information about Freedom Accounting and Tax and their services, visit their website at freedomaccountingandtax.com.
This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.
This article was generated by AI and reviewed and edited by a human.