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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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As the Director of
Accounting at Summit CPA Group, Jamie Nau oversees the Virtual CFO team. Prior
to joining Summit, Jamie spent his time working with middle market and large
companies, both as an auditor and as a corporate accountant. During that time,
he gained a firsthand view of how important the financial numbers are to the
decision makers of these companies. Since joining Summit, he has been dedicated
to making sure clients have similar information and tools to enable them to
make the best decisions for their businesses. Jamie especially enjoys the
challenge of making difficult financial concepts easy for everyone to
understand!
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