Welcome to Beyond the Balance Sheet: Where Work and Life Connect

Welcome to the first installment of Beyond the Balance Sheet blog. This space is designed to provide a glimpse of what drives our culture, how we live our mission, and what’s top of mind for the leadership team.

The Intersection of Work and Life

Why a blog? Why this format? Because it’s more than just a tool for sharing updates and goals. It’s a platform for building connections. We’re all working towards the same goals, whether it’s serving our clients, contributing to the firm’s success, or finding personal fulfillment. By sharing our experiences, we can better understand how our work and personal lives intersect, and how this understanding can drive our strategy,
performance, and well-being.

Driving Strategy with Purpose

As your CEO, I’m committed to ensuring our strategic direction is clear, purposeful, and aligned with our mission and values. This blog will often explore how our strategies are not just about numbers or targets but are deeply connected to the mosaic of talented professionals who make this firm what it is—each of you. Whether we’re discussing new initiatives, celebrating successes, or facing challenges, I want you to see the human side of our work, the side that’s driven by passion, dedication, and a shared commitment to excellence.

Thank you for being part of the WebsterRogers team. Your dedication and hard work are what make this firm what it is. Together, we are a team you can count on!

-Amy Fisher Urquhart,

CEO & Managing Partner