At Vesta, our name reflects our core philosophy: “Invested” means we’re all in—committed to building lasting partnerships with clients who value strategic guidance and long-term growth. “Data” represents the sharp insights and smart strategies we use to turn financial information into meaningful action.
When you work with Vesta, you gain more than reports—you gain a trusted advisor who listens, understands, and sees the full picture. We translate numbers into narratives, challenges into opportunities, and goals into measurable progress.
Our mission is rooted in purpose, clarity, and impact. Through wealth planning, business advisory, and tax strategy, we help clients protect assets, scale operations, and build a foundation for lasting success. Accounting supports the journey—but our focus is on guiding it forward.
Vesta’s mission, the fundamental reason for our existence, is to help our clients and team members discover and achieve their goals. We understand that fulfilling our mission hinges on deepening our relationships with clients and team members. Through these strengthened bonds, we proactively solve problems and stimulate growth.
In joining Vesta you become part of a team that empowers clients to make confident financial decisions, supports each other’s growth, and fosters a culture built on trust, collaboration, and clarity. We’re redefining what it means to support clients—not just with accounting, but with forward-thinking insights that drive long-term success.
Leading with Innovation
We don’t just adapt to change—we use it to make an impact. At Vesta, we combine fresh thinking with data-driven strategies to help our clients thrive, and we channel that same innovative spirit into supporting our communities. Every solution we craft has a ripple effect, empowering local businesses, inspiring people, and strengthening the neighborhoods where we live and work.
Inspiration at Every Turn
For us, inspiration isn’t a buzzword—it’s a way of life. It shows up in the way we collaborate, the ideas we share, and the way we show up for our clients and our community. From driving business success to rolling up our sleeves at local events, we believe our work matters most when it leaves the world a little better than we found it.
Our core values, the guiding principles and beliefs that define our culture, are deeply intertwined with our commitment to clients:
Innovative: We consistently pioneer unique approaches, ensuring our clients benefit from forward-thinking solutions.
Insightful: We bring informed perspectives to every client engagement through continuous research and learning, crafting actionable strategies.
Inclusive: Emphasizing a two-way dialogue, we invite clients to share their knowledge and experiences, ensuring tailored strategies.
Inspirational: We excel as advisors and experts, we empower our clients with solutions that propel them toward greater success.
By upholding these values, Vesta aims to be an indispensable partner in our client’s journey to success.
While we have facilities in Fond du Lac, Sheboygan, Mequon, and Madison, we’re proud to be a hybrid company. Our borderless office environment allows us to work virtually from various facilities. Whether inside our facilities, remote, or a hybrid combination, the talented team members of Vesta are empowered to choose the environment that helps them perform and serve at their best.
CPAmerica is one of the world’s largest associations of independent CPA firms. As a proud member of CPAmerica, we have access to a network of top-tier accounting professionals, cutting-edge resources, and the latest industry insights. Through our firm’s affiliation with CPAmerica, and the Crowe Global network, we are able to offer you comparable services to anything a national firm can offer.
Vesta is proud to be continually recognized year after year as one of the Top 400 Firms in public accounting and one of the fastest growing.
Proud to be named A Top Most Generous Workplace in the Small Business Category for years:
• 2021-22
• 2022-23
• 2023-24
