Lawrence H. Stephens, MAcct, CPA (Stephens Accountancy Corporation)

rating-5-stars

We are doing quite well, thanks to you and your great coaching, mentoring and guidance. We have reporting systems in place and are fine tuning them. We have a great brochure, thanks to your critiques, of which we are mailing a batch every week.

We are getting 3-4 new tax resolution clients per week which is really straining our resources. My internal system reports are working nicely and the staff is providing them electronically in order for me to monitor on my smart phone.

The work is very rewarding and now that we have the systems in place, the work is starting to flow more smoothly. We are even getting referrals from other CPA’s including one CPA that admitted he needed some personal help. Michael, thank you for all your help!