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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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Chase Damiano

4.8 / 5

Operational Excellence Design
Process Automation & Tech Stacks
Practice Management Consulting
Executive Coaching & Growth Systems

Operational excellence powers professional services firms by harmonizing people, processes, and technology into seamless value delivery. Through Human at Scale since 2019, I design these "well-oiled machines" exclusively for accounting and financial services firms like FinClarity and Quadrant Advisory. My strategic operations consulting, practice management, and services—such as process documentation, tech stack optimization, and automation—solve inefficiencies like thin margins and reactive firefighting.

As a former executive coach for 85+ leaders across financial services, SaaS, and CPG, I’ve driven radical growth via better operating systems. Featured in Harvard Business Review and Forbes 30 Under 30, I create consistent profitability, retention, playbooks, and time freedom for partners while living in Bend, Oregon.