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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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John Robertson

0 / 5

Accounting, Tax, and Audit Services for Diverse Clients
Firm Leadership & Long-Term Client Relationship Management
Governmental Accounting & Auditing Standards
Professional Engagement & Industry Compliance (AICPA, CASBO, CalCPA)

I am the Owner and CEO of Robertson & Associates, CPAs, based in Lakeport, California, where I have directed all accounting, tax, and auditing services for over 35 years. My leadership has ensured consistent quality across a broad portfolio of client engagements and fostered long-term relationships built on trust and expertise.

I hold an accounting degree from California Polytechnic State University, Pomona. As an active member of the AICPA, CASBO, and CalCPA, I stay connected to industry best practices and trends. Additionally, my service on the governmental accounting and auditing committee demonstrates my commitment to upholding professional standards and advancing the field.