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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!

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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.

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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. Classes are pertinent. Great value

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Allan Koltin CPA

4.9 / 5

Strategic Consulting for Accounting and Financial Firms
Mergers and Acquisitions (M&A)
Public Speaking and Influence
Professional Services Industry Leadership

Koltin Consulting Group, Inc. has been serving the accounting and financial industries, as well as other professional services firms, for decades. At its helm is Allan D. Koltin, a strategic consultant and partner to many of the Top 500 national, regional and local accounting firms. He is also a nationally recognized public speaker. His expertise in M&A has put him at the heart of over 160 accounting firm mergers, including some of the largest in the industry

In 2023, Accounting Today ranked Allan as the Second most influential person, according to their “Top 100 Most Influential People in the Profession” rankings. Reach out to Allan at akoltin@koltin.com to see how he can assist you and your firm