What Steve's Clients Are Saying...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 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 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 Steve's experience is invaluable...Working with Steve Erickson has been enlightening. He brings a wealth of CPA firm management experience which has proven invaluable in helping our firm address management issues. I would not hesitate to recommend him to other firms (except those in our market!) Tom Henry 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 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.
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
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
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 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 GeeseHenry & Peters, P.C www.henrypeters.com
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
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
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
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
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
A trusted advisor...Steve's ability to draw on his wealth of experience in public accounting, and apply it to current issues in our firm, has made him a tremendous resource and trusted advisor. A. Paul Mitchell
A tremendous resource...Our Firm (Howard, Wershbale & Co), utilized Steve to facilitate our recent planning retreat. We found Steve to be a tremendous resource in our strategic planning process, possessing both an in-depth knowledge of the accounting profession, as well as the organizational and communication skills necessary to move organizations forward. Stephen Stanisa
He is extremely responsive...Steve has helped this firm deal with some difficult issues, all the while remaining sensitive and non-confrontational in his approach. Steve has been extremely responsive to our needs at every turn. He has listened to our concerns and offered alternative strategies that have allowed us to move forward in our quest to become the one of the best-run CPA firms in the country. Don Parrez
We had fun!!!Steve is a real "pro" at what he does. In facilitating our winter retreat earlier this year, he not only unified our management team in thought, purpose, and understanding; he also fostered an honest dialogue, which resulted in many positive goals, strategies and action plans. And we had fun!!! Mary Butler
Your assistance was invaluable...Thank you for the facilitation of our retreat. Your assistance was invaluable. Your insights and experience were crucial in assisting our firm establish goals and objectives. We are hopeful that you will be available in the spring to work with us again. R. Randall Seber CPA
He is business and people savvy...Steve Erickson combines practical experience with business and people savvy to effectively help accounting firms solve problems and more forward in a concerted fashion. He is one of the 16 most recommended accounting firm consultants based on responses to the Inside Public Accounting 2004 Survey of Firms. Martha H. Sawyer
He just WOW'ed our group...Steve has a wealth of pragmatic information to share based on his very successful years as a managing partner. He is also a well-organized, enthusiastic and charismatic speaker. He engaged participants right from the start and kept them in their seats for the duration! We will definitely invite him back.. Mara Ambrose
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
One of the Best...One of the best resources our firm has experienced for planning, marketing, compensation, and growth issues! Donald Sarcone, CPA |
    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 Erickson, LLC - National
Consultant to CPA Firms
Phone: (505)
331-9100 •• E-mail: steve@steveericksonllc.com
•• 46 Mill Road NW, Albuquerque, NM, 87120
All content copyright © Steve Erickson, LLC. All Rights Reserved.