Partner at Financial Services CPA Firm – K. H.

Posted by on May 21, 2013 in Testimonials | No Comments

Bob had his own CPA practice for many years before joining us at our firm. He brought with him a very loyal and appreciative group of clients. They all spoke very highly of Bob and what he was able to do for them over the years. It was easy for us to see that Bob’s […]

Tax Client – K.P.

Posted by on May 21, 2013 in Testimonials | No Comments

Bob has been our friend for many years. He has been a constant presence in my life and the life of my family, as a valued financial advisor and counselor in numerous other matters. He is loyal, pragmatic, patient and knows how to get ideas across. He is tolerant of the opinions of others, but […]

Executive at Cleveland CPA Firm

Posted by on Feb 4, 2013 in Testimonials | No Comments

Bob’s long experience as a CPA was an important factor in our decision to hire him as a business coach. Although I consider myself a successful entrepreneur, I am aware that my weakness lies in the area of finance. Through our work together, Bob was able to educate me and help me identify specific areas […]

Attorney – J.M.

Posted by on Feb 4, 2013 in Testimonials | No Comments

Bob’s practical knowledge and insights about the trials of running an accounting practice have been invaluable to me. In addition to being a sounding board for my business, he has helped me with several aspects of my personal life with the goal of balancing the two without losing perspective of either.