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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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Mr.
Anderson began his career in 2003 with Smith Barney while studying business. He
graduated from the University of California, Santa Barbara in the top 3% of his
class. In 2008 he co-founded SPL Financial, which grew into a thriving
practice. He has developed a diverse career as an investor, advisor, and CPA
consultant. He’s also developed patent-pending systems that leverage technology
to provide more proactive and holistic advice for CPAs clients.
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