About Us

Our Purpose

Every company needs a Purpose, a “Why” they do what they do.

At HeimLantz our Purpose is Making Lives Better. What does that look like? It’s a dedicated team of professionals who not only are good at what they do, but also LOVE what they do. It’s helping our clients sleep better at night, helping them reach their business and personal goals, and helping them plan for the future. We act as advisors, not just accountants, and you can count on us to tell it to you straight.

How do we do this? In addition to our focus on Purpose, our team follows a strict but simple set of Core Values.

Core Values

Collaborate for the best results.
Creating strong relationships based upon mutual honesty and integrity.
Own your actions – Take personal responsibility.
Innovate to differentiate.
Get it done!
Desire to be better.
Happy and caring people make us better.

So, anybody can say the words, but how do we know we are living our Purpose and Core Values?

Our firm utilizes a third-party survey that our clients take yearly that uses the popular, and internationally recognized, Net Promoter Score (NPS) method. Our most recent score of 87 indicates that many of the clients who participated in the survey rated their satisfaction and likelihood to recommend HeimLantz to others at 9 or 10 on a scale of 10! This ranks us with the likes of customer service leaders such as Apple (66), Amazon.com (60) and USAA (81)!

History

Carter Heim and Tom Lantz each grew successful accounting practices from the mid-1970s through the 1990s. They merged their firms to form HeimLantz in 2001, creating a formidable regional synergy of talent and experience. With offices in Annapolis, Maryland and Alexandria, Virginia, the firm serves organizations throughout the mid-Atlantic, with a strong focus on the greater Washington, Annapolis, Baltimore and northern Virginia metro areas.

Today, the HeimLantz team is comprised of 20 experienced CPAs and two CPA candidates. With certified Business Valuation experts and specialists in a host of other financial disciplines, HeimLantz is well-positioned to help companies and their principals maximize value through every phase of growth and transition.