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2007 National Public Accounting Staff Survey

Take their word for it...

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  www.eksh.co

Our Firm 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, Howard, Wershable & Co, hwco.com

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

Your leadership in our firm, most notably in the two-day partner retreat held this year, has moved us forward in ways no other facilitator has done before. Your breadth of knowledge, both in your own successful public accounting firm managing partner experience, and in your work as a nationally sought after consultant, makes your involvement a real jewel. I also cherish the many times you have offered to consult on specific issues as they arise. Furthermore, on those occasions I have availed myself of your kind offer, I appreciate the good counsel you have given. Thank you for being there for us.

Eddie Snyder, CPA, President, Snyder Cohn   www.dkscpa.com

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, Managing Partner, Seber Tans Dillenbeck Howard & Craft PLC   www.stdhc.com

Steve Erickson has that rare combination of substance and style - truly useful, take-home information and ideas presented in an interactive way. Steve has conducted our leadership programs for new partners and presented to our managing partners for an entire day. Our evaluations were off the charts – I could not recommend him more highly. 

Jay Hauck, Executive Director, DFK International/USA   www.dfkusa.com

We have had consultants come in over the years, but Steve is the first consultant to bring practical experience and advice on how we should grow our practice. His insight has been invaluable in helping us deal with the day-to-day issues of our practice.
Most consultants lack the practical experience of operating an accounting firm. Steve's experience as managing partner of a growing CPA firm has been extremely beneficial to us in reaching growth potential and invaluable in helping up deal with our partner issues.

Mark R. Albrecht, CPA, MST, CEO, Xpitax, LLC   www.Xpitax.com 

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, Williams, Adley & Company

Steve has acted as a facilitator for the last two partners retreats. His experience as a managing partner contributed to the success of our retreats and partners agreement to implement the resulting plan of actions.

Carl Margenau, CPA, BSS&S Certified Public Accountants    www.bsss-cpa.com

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, Mohler, Nixon & Williams   www.MohlerNixon.com

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    www.hrcpa.com

Every firm must deal with a variety of problems. Steve has helped guide our firm as we addressed those problems. His approach is unique and has proven successful. We consider his counsel and friendship invaluable.  

Johnny Wood, CPA, Haynes, Strand & Company, PLLC    www.haynesstrand.com

Steve facilitated our annual firm retreat the last two years. His experience allowed him to get to the heart of our issues quickly and help us find practical solutions. Steve was able to keep us on pace and on target with our discussions. As a result, our retreats were very productive.

Don Reinardy, Managing Partner, Smith & Gesteland
SGCPA

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   www.kafgroup.com

Steve did a great job facilitating our partner retreat and opened our eyes regarding issues confronting our firm.  Following the retreat, he remained readily accessible to assist in any way necessary.  We continue to utilize his expertise and insight in developing strategies for the future of our firm.

Ramin Karimi, CPA, Partner, Jensen Burcham Stelmack Edwards LLP    www.jbse.com

Steve Erickson has two qualities public accounting needs. First he can see where the profession is going and needs to go. Second, he has a gift for helping partners understand the operational and human relationship issues that plague firms. Steve is a complex thinker and problem solver who articulates his perspective clearly, directly, and with true compassion.

Melinda Guillemette, Marketing Consultant, mguillemette@comcast.net

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
www.dfk.ca

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.   www.reacpa.com

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, Founder & President, Hudson Sawyer   www.hudsonsawyer.com

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 www.dkscpa.com

We feel that Steve’s experience helps us to identify areas in which to focus our attention. He provides valuable and practicable input to our practice management needs. Steve is a wonderful resource in the area of compensation.

Anthony Clark, Rhea & Ivy, PLC, www.rheaivy.com

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Steve Erickson, CPA
National Consultant to CPA Firms

Phone: (505) 331-9100
E-mail: steve@steveericksoncpa.com

46 Mill Road NW  Albuquerque, NM 87120

 

  Steve is a member of the National Speakers' Association
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