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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

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"Great customer service”

Great customer service. Classes are pertinent. Great value

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Aaron Berson

4.5 / 5

Accounting & Financial Advisory
Technology Integration in Business
Process Automation
Teaching & Consulting

Not your grandparent’s accountant. I solve problems business owners didn’t even know they had. I was once almost attacked by a shark, sea kayaking in Hawaii while reconciling the books. Wish I could say that! Alas, it was only while sea kayaking.

My personal motto is “Everything can be improved!” Because of this, I am on a journey to never stop learning. This usually takes the form of reading software roadmaps at 3 in the morning. For most, this would be better than counting sheep, for me it is like binging your favorite show on Netflix.

My passion for technology has spread across every area of my life. I am happy to say that I have combined that with passion for Accounting and Teaching into my daily job, or should I say daily fun.

I help business owners stop working in their business and get back to working on their business. After all most business owners didn’t go into business to do accounting at 1 in the morning on Sundays. WE DID!

Whether it’s automating the entire invoicing system, advising CTO’s on how to connect their back-end to their accounting system, or just making entire processes automated and virtual - I love doing it all by bringing a unique thought process to the table.