What clients say about Steve

 

Overwhelming positive...

The feedback from Steve’s session by all levels, including partners, has been overwhelmingly positive. The fact that Steve is so familiar with our industry gave him great credibility and he was able to give examples that were completely on point in so many areas. He is an excellent facilitator, kept all parties on track and ultimately focused on helping us find ways to become more effective and profitable in our business activities.


Dave Mitchell, Partner, KNV Chartered Accountants LLP

A valued resource for our firm...

Steve Erickson delivers a practical, upbeat practice management presentation that is understood at all levels of management in our firm. He is and has been a valued resource of our Firm for many years.


Tom W. Williams, Jr., CEO, Williams, Adley & Company, LLP

We even had fun...

Steve’s thorough understanding of the unique issues that the modern CPA firm faces provided an excellent frame work for our first ever firm retreat. His straightforward communication style helped us get to the bottom line of our firm’s challenges and opportunities. We came away with a detailed plan to meet our immediate and long term goals and even had fun doing so!


David Wayne, Partner, Wayne, Gaynor, Umanoff, LLP

Steve did a fantastic job...

Steve conducted a two day strategic planning retreat with our partners and did a fantastic job. We walked away with a clear plan of action and commitment across the board. Steve was instrumental in helping us to focus on our real challenges and develop solid solutions.


Kim White, Managing Director, LBA Certified Public Accountants, PA

His skills helped move our firm forward...

Our Firm has utilized Steve’s facilitator services for both Partner and Employee retreats. His presence and skills have helped move our Firm past troublesome obstacles, allowing a more functional and potentially profitable Firm to emerge.


Greg Bennett, Partner, G&J Seiberlich & Co LLP

Steve gave 100%...

We had an excellent retreat. We tackled some tough issues and Steve kept the group focused and on target. He gave a 100% effort.


Frank Candia, CPA, Managing Partner, Holtz Rubenstein Reminick, LLP

One of the best in 5 years...

I really enjoyed this seminar. It was easy to see how passionate Steve is about the topics and that made it easy to get involved and take ownership for my own learning. This is one of the best CPE seminars I have attended in my 5 years in public accounting.


Leadership Seminar Attendant

We came away united...

We needed help focusing on the issues as we developed our strategic plan. Because of his prior experiences dealing with his own firm and partner group, Steve helped us make some tough decisions. We also found him skilled at getting the partners to open up and participate during our partner retreat. We came away from the retreat with a united understanding of where we are headed, and a commitment to getting there.


Tim Michel, President, Rea & Associates Inc.

Steve is instrumental in a number of areas...

Steve has been instrumental in a number of areas with our Firm, and our success can, in part, be attributed to his involvement. We've had Steve help with our staff survey, facilitate a number of our retreats, design and conduct our Upward Feedback and our Leadership Development programs, and act as our Executive Coach to our partners. The more Steve has gotten to know us, the more value he adds. Steve is a great consultant to our Firm and our industry.


Bill Kelleher, Managing Partner, Mohler, Nixon, and Williams

Phenomenal...

You are one of the most talked about sessions of the day. You were phenomenal. I wish I could speak like you!


Chairman,, NYSCPA Practice Management Conference planning committee

Experience we can trust...

We loved working with Steve because he has experience we can trust, insight to see beyond what we are willing to say, and an assertive style to move us into action. He ensured every voice was heard and differences were addressed.


Jeff Geese, Henry & Peters, P.C

Steve has been in the trenches...

Steve brings his many years of Managing Partner experience to a partner retreat. Steve has been in the trenches of public accounting like the rest of us and I believe this is what separates him from all other consultants.


Ken Kirkland, CPA, MST, Managing Partner, KAF Financial Group

Masterful...

You were masterful last week! I am looking forward to the PracticeManagement Conference.


Philip J. Whitman, CPA, President, Whitman Business Advisors LLC

Steve's insights provide tremendous clarity...

Steve’s experiences with other CPA firms around the country is invaluable. There are many strategic planning facilitators out there, but absent the CPA firm operations knowledge, they’ll just be good facilitators. Steve’s great insights and practical examples provided tremendous clarity to our thinking and way of doing things.


Tim Flaherty, Partner, Salmin, Celona, Wehrle & Flaherty, LLP

Steve's experience is invaluable...

Working with Steve Erickson has been enlightening. He brings a wealth of CPA firm management experience which has proven invaluable in helping our firm address management issues. I would not hesitate to recommend him to other firms (except those in our market!).


Tom Henry, >Partner, Stone, Rudolph & Henry, PLC

Inform a ColleagueEmail this to someoneShare on LinkedInShare on Google+Tweet about this on TwitterShare on FacebookPrint this page

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>