The ABFI Charter
Our commitments to clarity, integrity, and long-term financial stewardship.
This Charter outlines the principles that guide how ABFI serves clients and manages financial responsibility.
This page provides a high-level overview of the principles that guide ABFI. Clients and partners who wish to understand how these principles are applied in practice may continue to the Executive Summary.
Why the ABFI Charter Exists
The ABFI Charter exists to clearly articulate the standards, principles, and commitments that guide our work. It is designed to give clients transparency into how we approach financial responsibility, accountability, and long-term partnership.
This Charter is not a contract and does not replace engagement agreements. Instead, it serves as a shared reference point for expectations, values, and operating philosophy.
Our Commitments
Accuracy & Clarity
We commit to maintaining accurate, timely, and understandable financial information so clients can make informed decisions with confidence.
Accountability
We take responsibility for the work we perform, the guidance we provide, and the systems we help manage.
Transparency
We communicate openly about financial matters, limitations, assumptions, and risks, avoiding ambiguity whenever possible.
Stewardship
We approach client finances with care and respect, recognizing that financial decisions carry long-term implications beyond short-term outcomes.
Coordination
We believe financial work is most effective when bookkeeping, oversight, coordinated tax planning with independent CPAs, and advisory services are aligned rather than fragmented.
How the Charter Guides Our Work
What Clients Can Expect
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Clear communication and defined responsibilities
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Structured financial systems rather than ad-hoc fixes
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Respect for confidentiality and data security
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A focus on long-term financial health, not short-term optics