Services designed to help design and maintain a collaborative culture of compassionate leaders and cohesive teams in order to improve employee experience.

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This organization provides services to commercial organizations and the Federal Government. They manage a wide selection of financial services – from daily accounting tasks and bookkeeping to integrative compliance, tax management, and specialized audit support. Their financial services are designed to deliver a detailed solution for any business process, compliance issue, or accounting requirement. Some of their managed financial solutions include:

  • Virtual CFO
  • Bookkeeping Liaison Partner
  • Ethics & Compliance
  • Tax Support

They also delivers complete protection for your organization. their experts discover critical vulnerabilities in cybersecurity and financial compliance from desktop to cloud – we manage the risk and create the solution.


Our company was struggling with memorializing and encapsulating a mission and vision statement that would hold true to our core values and the essence of our company. We struggled finding the right words that would complement both of our business lines: Technology and Financial. SOAR was able to provide the clarity and direction that we were looking for.




  • Authentic Vision, Mission and Core Values
  • Example of core value operationalization
  • Better self-awareness and team awareness of motivation and drivers around behaviors – increased team cohesion and collaboration

SOAR Services Used

  • Strategic Mapping session with 2 top executives to validate and create consensus around new vision, mission, core values and strategic priorities.
  • Sessions to discover team strengths and potential caution areas utilizing behavioral insights.