Graystone Bank


By Scott A. Heintzelman -

Graystone_bank_2 Like I did in an earlier post about Cargas Systems, I like to profile companies that understand the idea of employee engagement. At McKonly & Asbury we’re lucky to work with a lot of clients that “Get It.” Cargas, having been named the #1 Best Place to Work in PA in the past certainly would be one example. Imagine how proud we felt when another one of our clients reached that milestone last year!  Graystone Bank, a start-up financial institution which began operating in 2005 is another one of those companies. We’re fortunate to work with Graystone through our banking internal audit outsourcing affiliate – Financial Outsourcing Solutions (FOS), and know what a special company they are. Something they proved with outside affirmation by being named the #2 Best Place to Work in PA in 2006 and then receiving the #1 ranking in 2007.

Graystone Bank opened for business in November 2005 with a vision for a different type of financial institution. Since their opening, they’ve experienced exponential growth, attaining profitability in their 6th full quarter of business. The core of Graystone’s strategy is based on local, relationship oriented bankers with a passion for their customers and the local communities they serve.

“Our customers can expect exceptional service as a standard at Graystone,” said Andrew Samuel, the founder and CEO. “It’s been our philosophy since inception. We’re committed to attracting and retaining employees that are passionate about providing uncompromising service to our customers with a sense of warmth, integrity, friendliness, and company spirit.”

They get the importance of culture in engaging employees and getting them all working on the same page. This is evidenced by Andrew’s philosophy, “We value and respect each other because we truly believe that our success only comes from working together for our team’s success.” They have a unique approach to meetings where they reinforce the Graystone culture every time a group of employees gather. They call it Stone Worker Stories.” “The purpose is to use the power of stories to clarify and perpetuate the bank’s culture,” says Samuel. “An organization’s culture is the glue that holds together our values, beliefs, sense of belonging, self confidence, and the trust in people around us. It’s the ‘intangible’ how we operate.”

At any meeting where 3 or more employees are present you must tell a story that illustrates the Graystone culture. As you can read at the link, whether it’s keeping a clean customer area, or literally giving someone the shirt off their back, their employees get it, and work together as a team to reinforce their values, culture, and brand.

Andrew and the whole team at Graystone understand the premise that providing great service begins with having great people. Keeping and attracting great people requires great managers. They’re living the principles of the Gallup Model every day by following a servant leadership approach and truly placing the needs of employees first, and reaping the rewards – not just growth – but, also in building a special place to work.

We are fortunate to work with Andrew and Graystone and Andrew feels the same way. “I have known the leadership at McKonly & Asbury a long time; I serve on the Messiah College Board with Scott and know his character.” When it was time for us to select an internal audit firm to partner with us, the FOS team at McKonly was an easy choice.” They too have a Best Places to Work Culture and they understand how important engaged employees are to customer service.”

This is an organization that “Gets It.”

This blog

by Scott Heintzelman - Scott is a CPA, CMA and CFE living in Pennsylvania. Scott is a partner serving on the executive team at McKonly & Asbury LLP, a regional accounting firm with multiple offices in the Mid-Atlantic. The firm has been an IPA ALL-STAR as well as winning Best Places to Work in Pennsylvania for numerous years.

More from this blog

Bloggers crew

Steve Knowles has spent 25 years in business and practice in the UK, but he also worked in the states and the years haven't dulled his way of seeing an alternative view to everyone else, and every day is a new adventure.

48697

Joel M. Ungar, CPA is a lifelong resident of the Detroit area and a graduate of The University of Michigan. He is a principal with Silberstein Ungar, PLLC, a Top 15 auditor of SEC public reporting companies.

81979

Allan Boress, CPA, with over 25 years as a practitioner and consultant to the accounting profession. Mr. Boress is the author of 12 published books in 6 different languages, including a best-seller, The "I-Hate-Selling" Book.

53868

Larry Perry, CPA, CPA Firm Support Services, LLC, is the author of accounting and auditing manuals, author and presenter of live staff training seminars, and author of webcast and self-study CPE programs. He blogs about small audits, reviews, and compilations.

97388
Sandra Wiley, COO and Shareholder, is ranked by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. She is also a founding member of The CPA Consultant's Alliance. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.
24571

Maria Calabrese, CIR, Human Resources manager for Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC in Cranford, New Jersey, Maria's topics revolve around the world of: Mentoring, Performance management, and The "Y Generation," a.k.a. "The whY generation".

61253

William Brighenti is a CPA, Certified QuickBooks ProAdvisor, and Certified [Business] Valuation Analyst, operating an accounting, tax, and QuickBooks consulting firm in Hartford, Connecticut, Accountants CPA Hartford.

87092

Ken Garen, CPA, is the co-founder and President of Universal Business Computing Company (www.ubcc.com), a software development firm of high-volume, high-productivity accounting and payroll technology.

28499

Eva Rosenberg, MBA, EA, is the publisher of TaxMama.com, and author of the weekly syndicated Ask TaxMama column. She provides answers to tax questions from taxpayers and tax professionals worldwide.

70017

Amy Vetter, CPA, CITP is the CPA Programs Leader for Intacct Corporation responsible for leading the CPA/BPO Partners nationally.

38217
Brian Strahle is the owner of LEVERAGE SALT, LLC where he provides state and local tax technical services to accounting firms, law firms and tax research organizations across the United States. He also writes a weekly column in Tax Analysts State tax Notes entitled, "The SALT Effect." For more info, visit his website: www.leveragestateandlocaltax.com
110138
Scott H. Cytron, ABC, is president of Cytron and Company, known for helping companies and organizations improve their bottom line through a hybrid of strategic public relations, communications, marketing programs and top-notch client service. An accredited consultant, Scott works with companies, organizations and individuals in professional services (accounting, finance, medical, legal, engineering), high-tech and B2B/B2C product/service sales.
29986

Rita Keller is a nationally known CPA firm management consultant, speaker, author, mentor and blogger. She has over 30 years hands-on experience in CPA firm management, marketing, technology and administrative operations.

58236
Stacy Kildal is the mom of two fantastic kids, an Advanced Certified QuickBooks ProAdvisor, Certified Enterprise Solutions ProAdvisor, Sleeter Group Certified Consultant, a nationally recognized member of the Intuit Trainer and Writer Network, and co-host of RadioFree QuickBooks.
31999
Michael Alter's blog specializes in providing practical advice to those who seek greater profitability and practice management tactics that enhance deeper client relationships.
36625

Sally Glick, CMO, Principal, Marketer of the Year in 2003 and AAM Hall of Famer in 2007, leads a lively discussion of the constantly expanding roles of marketing and the professional marketers that drive this initiative in accounting firms of all sizes.

108998

The IMA Young Professionals Blog features the insights of IMA’s Young Professionals Committee. Committee members share advice and experiences on careers, continuing education, work/life balance, and other issues affecting young accounting and finance professionals.

37887

FEI Financial Reporting Blog provides highlights from SEC, PCAOB, FASB, IASB, and other regulatory news, including reporting under Sarbanes-Oxley Sect 404. It is written by Edith Orenstein, Director of Technical Policy Analysis at FEI.

120175

Sue Anderson has 30 years of experience in continuing education for accountants. Currently she is the program director for online CPE provider CPE Link.

67401

Jim Fahey is COO of Apple Growth Partners, a regional CPA firm in Ohio. His focus is on the effective and efficient use of technology within the firm by all team members.

43683
Caleb Newquist is the Editor-in-Chief of Sift Media US, overseeing content for both AccountingWEB and Going Concern.
71416

Leita Hart-Fanta, CPA, CGFM, and CGAP is the author of "The Yellow Book Interpreted" and owner of Yellowbook-CPE.com a website devoted to training for governmental auditors.

98383

AccountingWEB is more than just a U.S. team of journalists and financial and technology experts - we have an international side, too! Members of our British team who publish AccountingWEB.co.uk share their ideas, insights, and perspectives from across the pond.

58949