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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!
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.
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.
Great customer service. Classes are pertinent. Great value
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A member of FORVIS’ San Antonio Nonprofit Advisory Services team, Lucinda has more than eight years of financial and grants administration experience with educational and governmental entities.
She has experience in providing clients with a wide range of grant administration services, grant management, compliance, review of time and effort, strategic planning, and program closeout.
In addition to handling grant administration and program management for her clients, Lucinda advises them on operational efficiencies, interpreting guidance from various federal and state agencies, and establishing systems that help ensure compliance. She also has experience with tax preparation, internal audit, and accounting for private industries.
She is a graduate of Texas State University, San Marcos, with a B.B.A. degree in accounting and an M.B.A. degree.
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