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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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Laura Bechard (CPA-CGA) , CPA in Canada

4.2 / 5

WHAT I DO: I help financial services, law firms, and accounting and bookkeeping firms stand out from the competition, grow their firm, and plan for a successful exit from their business. To get there, we advise on business improvements - a successful practice/firm, a culture of accountability, and an aligned team with a fulfilling personal life.

HOW I DO THIS: By working with firm partners, we provide world-class business advisory services to the firm and to ideal clients by white labeling, co-branding, or sponsorship.

WHY IT WORKS: Firms improve the productivity of teams. Clients become stronger by implementing our recommendations thus making them more loyal to the firm and in need of higher-value services. Keep your top A clients and improve your B’s and C’s.

WHAT OTHERS SAY: "I can’t say enough about the clarity she has brought. We’ve been in business since 2011 but I’ve learned more in the last year than all the prior years combined. Laura is a great advisor, and a successful business owner herself. She has talked me out of panic and into a solution many times."

WHO I WORK WITH: I work with financial services, law firms, and accounting and bookkeeping firms who want to improve organizational performance by removing friction in their people systems and improving compliance with business processes. We provide valuable, scalable business advisory services to their clients while maintaining their role as a trusted advisor.

EXPERTISE:

30+ years of business experience,
Value Builder Advisor,
Expertise in cash flow, finance, business routines/systems, operational excellence, hiring and performance management, transition management, and strategy (CPA, MBA, Change Management)
Governance (NFP) & grant writing
Exit planning
Acquisition Advisory

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