Our Purpose & Vision

We help CPAs and other financial professionals retain high-value clients, 

win new ones and enjoy healthy margins by elevating their image 

so people perceive their true value as trusted advisors.

The Lockhart Vision

The founder of Lockhart, Bill Lockhart, understood that if you're proud of your work and show that you're proud of it, good things will follow naturally. That might sound like a truism, but it wasn't what he saw going on around him. CPAs were not presenting their important work for its true value. 

The vision behind Lockhart Presentation Folders was simple yet visionary:

Professional work deserves professional presentation.

Bill  set out to create a firm dedicated to helping financial professionals convey the true value of their intangible work. He was successful in his mission. 

Thousands of prominent firms have made Lockhart the undisputed leader in helping financial professionals elevate their image and increase the perceived and billable value of their work.

The Lockhart Guarantee

You risk nothing! Everything you order, including all custom imprinted work, is guaranteed to satisfy you or return it, at our expense, for an immediate 100% refund. Period!