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| Success Stories | Testimonials |
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"I wanted you to know that I tackled a very tough situation, and the MP training gave me the some tools to deal with the situation. Result: A $150K client that was ready to walk out the door has agreed to to continue with the firm. Thanks the the MP program." Michele W.
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"Over the past couple years our firm has spent in excess of $100,000 on other training programs and trying to create, from scratch, the systems and processes included in the workshop. Had we known earlier how complete and valuable the workshop is, we could have saved ourselves a ton of money." Chuck Hartman, Equity Vest Financial, East Lansing, MI
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This workshop will definitely help me to bridge the gap between "independent" compliance work and actually being a valued CPA to my clients. For me, this answers the problematic questions I've been struggling with -'There's got to be a better way to service your clients?!" Susan Rish, Parente Randolph, Wilkes-Barr, PA
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"I have felt like a historian only doing compliance-type work, and sometimes balked at opportunities to assist clients proactively with problems I might have discovered in the clients processes and procedure, but I feel I have gained important and necessary tools to be more of a value to a client and make myself a more valuable team member to my firm. It was a very enjoyable and enlightening workshop and very well done!" Jeffrey Brown, Pannell Kerr Forster of Texas, P.C., Houston, TX
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"We were able to help our client achieve a $450K turnaround using performance measurement. The client, who was considering going out of business prior to this, gladly paid nearly $50,000 in fees over 12 months." Carl Hildebrand and Chris Limparis, Hildebrand, Limparis & Associates, CPAs P.C., Frederick, MD
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"When we began the engagement, the company had approximately $4.2 million in annual sales and, one year later, annual sales had risen to $4.9 million - for a 19% increase. However, the amazing part of the story was the company's profits. A disproportionate amount of the $700,000 increase in sales went directly to the company's bottom line. Thus, they were able to increase sales without a corresponding increase in operating expenses." Jeff Orchard, Meyers, Norris Penny & Co., Calgary, Alberta Canada
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"I was able to sell and partially deliver over $100K in new consulting work within six months of attending the training." Craig Chaney, Brock & Company CPA's, P.C., Longmont, CO
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"I went in selling a performance measurement engagement and came out with $1500-2000 per month retainer to help them develop their management team by teaching them financial literacy." Tom Bechtel, Cohen & Co., Cleveland, OH
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"I must admit that even after the seminar I had some doubts about our ability to sell this service to our clients (due to the conservative nature of our firm and community). Was I ever wrong! The insight that you have given us to see our clients' businesses in a whole new way has proven to be just what they want from us. Our plan was to secure three clients for this new service between July and November of '98. We presently have engagement letters from three clients representing over $41,000 in billings for services to be performed over the next 12 months. In addition those clients are already beginning to request additional consulting services in cash flow management, compensation planning, and process mapping. Best of all, the tools and support that Mentor Plus has given us insure that we can perform those services to add value to our clients at realization rates that are very attractive to our firm. As Vice President for the Georgia Society of CPAs, have no doubt that your program, the Performance Measurement PLUS Skills & systems Workshop, can plan an important role in helping our members meet the future with confidence and success." John Nix, CPA, Bates, Carter & Company, Gainesville, GA
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"We all go to continuing education meetings. We all go to seminars. But only occasionally do we have life changing events. Your conference this week has literally altered the future of our firm. We will never be able to measure how much we appreciate your coming and showing us the way of the future. Your notebook will be the most used document in our office over the next year. The seminar interaction among our team was great! You taught us things about ourselves that are important to the growth of our practice. We learned how to interact with each other more openly to further the growth of our firm. We are no longer just accountants. You have given us the tools and the confidence to describe ourselves as consultants. Thank you again for helping us grow." Scott Henry, Henry, Held & Associates, Richardson, TX |
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