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
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
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 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
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
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
Masterful...
You were masterful last week! I am looking forward to the PracticeManagement Conference.
— Philip J. Whitman, CPA, President, Whitman Business Advisors LLC
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
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
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
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
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 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
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
