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

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

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

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

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

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

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 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

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 is there to help firms succeed...

We have worked with Steve for several years and have found him to be one of the best facilitators we have seen. Unlike some other consultants, he does not come in with his own agenda, he is there to help firms succeed. We would recommend Steve to any firm looking to improve themselves.


Bob Hottman, CEO, Ehrhardt Keefe Steiner & Hottman PC

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

Masterful...

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


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

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

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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