What clients say about Steve

 

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

He's not afraid...

It was great seeing you and so enjoyable to watch your presentation. I have seen many consultants speak at conferences and your presentation stands out as one of the best. It contained lots of immediately actionable advice and offered templates to use as tools to those who desired to contact you. Most importantly, unlike many other consultants, you weren’t afraid you were giving away too much for free. That is emblematic of a growing number of new consultants who understand that is the way that will prove the most successful and comfortable for all.


Howard Wolosky

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

One of the Best...

One of the best resources our firm has experienced for planning, marketing, compensation, and growth issues!


Donald Sarcone, CPA, Managing Partner, DeSantis Kiefer Shall & Sarcone, LLP

In a class all by himself...

Steve Erickson is a consultant in a class all by himself.  He is well informed, insightful and a sincere individual who taught us that the toughest decisions are often the best decisions. We will continue to call on Steve.


Donald J. Figura, Managing Partner, Wolf & Company 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

Masterful...

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


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

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

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

What we needed most...

Steve recently presented at our annual spring conference and the room brightened considerably with all the light bulbs that went off. His experience and insight, the information he delivered and the manner in which he delivered it made an impression with everyone in the room and provided us with what we needed most, fresh perspective on how to manage the future of our organizations.


Laura Varga, Executive Director, DFK Canada

Our most productive retreats...

The combination of Steve’s experience, resources and tools, and his ability to generate dialogue amongst my partner group greatly contributed to the success of last two annual partner retreats. These retreats that he has facilitated for us have been the most productive for our firm.


John Tracey, Managing Partner, Lucas, Horsfall, Murphy, Pindroh

Many 'Ah Ha' moments...

Great job Steve! I have been bombarded with consultants trying to teach 'soft skills' throughout my career - but have never made the connections or had as many 'ah ha' moments as I have in the past two days. Thank You!


Leadership Seminar Attendant

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

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

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.

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