- AIM's Mission is to create a value-added relationship with CPAs through a long-term process of cultivating a trusted relationship through professional camaraderie, educational opportunities and consistent business services delivered to them and their clients
- AIM focuses on the CPA because study after study finds the CPA to be the most trusted advisor to a business owner of affluent client, and therefore the most influential when introducing a service to their client from a third-party provider.
- AIM is committed to bringing in "best of breed" professionals in their field to accommodate the needs of the CPA and their clients.
- Professional members of AIM join because they believe there are opportunities to have their businesses work closely together on behalf of the client, increasing the amount of value and service the client and their CPA service.
- Over time, there is a potential to find synergies between our businesses, develop our personal and professional relationships, and strengthen our brand as a network within the local community.