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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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Roxie is a firm principal and specializes in audit and assurance (A&A) for businesses. As a certified public accountant with more than 20 years of A&A expertise, she is adept in managing Employee Benefit Plan audits and ERISA requirements, as well as foreseeing and remedying any compliance issues.
Roxie’s refined business acumen and attention to detail seamlessly guide organizations through the complex regulatory environment and processes. She monitors ERISA regulations and keeps clients informed of changes and potential issues, while providing proactive advisory for continuous improvements and to create efficiencies. Her specialization and experience provide a sensibility to challenge current processes for better outcomes and results.
In addition, Roxie monitors the firm’s A&A internal quality control processes, continuing education requirements and independence regulations, as well as its adherence to A&A standards. She also trains clients and team members on the most current A&A standards including employee benefit plan regulations and other compliance-related topics.
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