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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!
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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.
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Todd offers more than 27 years of experience emphasizing succession planning and business Development in the accounting and tax industry
The scope of todd's experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practice, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.
Todd also speaks at regional and national conference as an authority on succession planning and integrating financial planning into accounting practices. Todd is series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father of three children - Sydney, Benjamin and Brooklyn
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