We are a business training and contract chief financial officer (CFO) firm. Our business training services consists of quality seminar/keynote addresses for CPAs, bankers, attorneys, credit union employees, credit managers, trade groups, and business owners. We also provide training via “webinars” which are usually one hour in length and are administered through a live “interactive” PowerPoint presentation. These training sessions often fulfill the requirements for Continuing Professional Education (CPE), Continuing Legal Education (CLE), and Continuing Education Units (CEUs). Our contract CFO services include financial statement analysis, obtaining "actual" bank/non-bank financing, and management consulting for small-to medium-size businesses. Clients include construction companies, medical practitioners, and real estate developers.
Joseph Hughes, CPA (US)
Oct 1st 2021
Great first step for me in this field
Ashley Stiles, ACCT/BK
May 3rd 2021
I really enjoyed the presenter's enthusiasm for the topics. He provided anecdotes and real life situations to make it more relatable and understandable. It was very engaging.
Kirk Simme, CPA/ABV, CMA, CPA (US)
Oct 14th 2021
My only comment was that Session Two was a virtual repeat of Session One. The polling questions were different but the contents the same.
Alexis Piette, CPA (CA)
Aug 27th 2021
A little redomptdant at the end, but overall great !
CHRIS LAWING, ACCT/BK, CPA (US), Tax Pros
Feb 24th 2021
This was a great program. The presenter was extremely good. Only issue I had was the presentation he showed did not seem to match the one I downloaded. The pages were off. Once I figured it out I was fine.
Felicity Ours, CPA (US)
Dec 16th 2020
Dec 15th 2020
The presentation was good. My issues are with mycpe support.