What clients say about Steve

 

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

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

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

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...

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

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

Powerful and passionate...

Steve is a powerful and passionate speaker. I was amazed at how well he held everyone's attention throughout the two days. This semniar left me hopeful for a positive change in my career and workplace


Leadership Seminar Attendant

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

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

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

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

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

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

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