Our Story: A Journey of Vision, Growth, and Focus on the Greater Good

Aug 6, 2024 | From the Founder

INTRO

In this fast-paced world of finance and business, we hope to stand out as a beacon of innovation and client-centric service. From how we started our values and milestones, we’re excited to unveil who we are as a company and highlight the visionary perspective of our President and Principal Consultant, Marvin Hamlin. Marvin’s extensive background and his passion for client relationships are the driving force behind our revolution in this new season of business.

The Birth of AIMS

AIMS began its journey in 2018 and officially opened its doors on March 5th, 2019. The vision behind AIMS was clear: to provide small businesses with the expertise that large corporations possess and bridge the CPA gap. Marvin recognized the lack of resources available to small businesses and wanted to lead with a different approach that was rooted in a deep understanding of their unique needs. Over the years and countless clients served, AIMS continues to evolve as a business with the lessons learned in meeting diverse client needs, elevating the team and client experience, and establishing internal and external boundaries for sustainable growth.

Open Communication and Client Success

The cornerstone of our success in our short few years lies in our open communication with clients, and the standard of excellence through clear expectations and honest feedback. One of the most understated (and underrated) growth opportunities comes in highlighting the importance of learning from errors to ensure that the same mistakes are not repeated. From the onboarding process, which is initiated with a purposeful business assessment , each touchpoint has been thoughtfully curated to set the foundation for client success and growth.

Milestones and Growth

From the idea to the present day, the key milestones have signified a significant step in the company’s growth. While obstacles like team expansion,  better infrastructure, and efficiency are an inevitable part of growing a business, cultivating a strong team culture is a crucial element of our company’s success. The expansion and development of our team have been the key components that have led to the success and alignment within our company.

“Patience is key in finding individuals who not only understand the company’s purpose but also contribute to its growth.” 

  • Marvin Hamlin 

Refreshing Our Brand

The decision to rebrand stemmed from our readiness to elevate our company and bring awareness to the outstanding services and team we have. Over the past several years, we have naturally grown through referrals and word-of-mouth; however, the time has come to promote the brand we believe in wholeheartedly. Through our partnership with Oh Yes Communications, we went through a structured framework that gave us a deeper understanding of who we are, what we do better than anyone else, and how we want to partner and serve clients moving forward. At the core of the rebranding was our ability to clearly articulate why we do what we do, and why we choose to continue to build and grow. From there, the visual elements such as colors, patterns, and logos came to fruition. ,

Advice for Entrepreneurs

With over 30 years of experience, Marvin strives to lead, motivate, and elevate each client’s financial path. When asked what advice he offers young entrepreneurs, he emphasized the importance of foresight, having a goal, and knowing where you are going, and what you want to accomplish.  Begin with the end in mind.

If you’ve ever been in a room with Marvin, these four questions are ones he’ll inevitably ask: 

  • What do you want to accomplish and where would you like to go?
  • Have you considered the cost of executing this goal or planned out the resources needed to achieve it?
  • How will this goal be financed?
  • What does success look like for you?

Vision, Growth, and Commitment 

AIMS’ journey is one of vision, growth, and commitment to doing good. Marvin paints a vivid picture of what it’s taken to build the present-day AIMS. He invites entrepreneurs to embrace foresight, count the costs, and work not just for financial gain but for the greater good, echoing his belief that business should be about motivation and positive influence in the world. 


We exist to leverage the opportunities of today for tomorrow by providing strategic financial solutions for small businesses. Contact us today. 

Unlock Financial Clarity with our Business Advisory Services

Unlock Financial Clarity with our Business Advisory Services

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