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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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Jody Grunden is an accounting visionary with over 20 years of experience. He currently sits as the chair for the Digital CPA (DCPA) advisory board. Jody has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. Together with his partner Adam Hale, Jody co-founded and serves as CEO of Summit CPA, which the pair launched in 2002. He is a member in good standing of the American Institute of Certified Public Accountants and the Indiana CPA Society.
Jody actively participates in numerous thought leadership endeavors, including podcasts on subjects such as essential forecasting software and critical strategies for CPAs hoping to launch their own virtual CFO firms. He is also the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud, and the winner of multiple awards, including recognition as 2020’s Top Innovative Practitioner by CPA.com.
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