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Trusted by 250,000+ Professionals

"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.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

1/4

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Chad Koebnick

5 / 5

Tax Planning & Compliance (Domestic and International):
Executive Advisory & Business Development
Treasury & Financial Strategy
Team Leadership & Talent Development

Experienced accounting, tax, finance professional with in-depth technical and application skills. I am an accomplished advisor who has demonstrated abilities not only to develop plans but also to roll-up my sleeves and work shoulder to shoulder to implement plans (domestic and foreign).

Demonstrated experience in developing a book of business and providing executive-level advice and solutions. Areas of significance include: relationship building and maintenance, domestic and international transaction planning and implementation; tax due diligence; tax rate mitigation; domestic and international treasury planning; ASC 740 (accounting for income tax); strong project management skills.

Capable recruiter, driven to help others develop technical abilities, build a team mentality, and advance personnel. Demonstrated abilities to manage departments/teams large and small to achieve a common goal.