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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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Stephanie Holmes-Winton is the CEO and founder of CacheFlo Inc. She initially developed the concept CacheFlo’s products are based on during her decade working as an independent financial advisor from 2001-2011. She then sold her practice to take her concept and start a training program for other advisors. In 2013 she launched the Certified Cash Flow Specialist designation program (qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software.
Stephanie has written two books on spending and debt, Defusing the Debt Bomb and $pent. She’s also been a regular contributor in media, including CBC radio and CTV, and her advice has been featured in publications from coast to coast.
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