Testimonials

I would like to thank the very knowledgeable business consultant, Denise Boroff, of Necie Business Solutions, for referring an editing client to me. The gentleman had an important PowerPoint presentation to give in just a few days’ time, and needed help reworking the verbiage, fixing the grammar and punctuation, condensing the information, and cleaning up the graphics. We worked on it right up until his submission deadline (midnight, Chicago time). He reported back, after giving the presentation the next morning, that “it was fantastic!” which was very gratifying. Thanks again for the referral Denise!

Anita Rodal
International , AFEX/Corpay & SBPI Services, Inc./Pronunciation Coaching

I want to thank Alexis James, an employment attorney and Managing Partner oft WorkWise Law, for taking time to update our CFO, Controller and Accountant group at CalCPA-LA on 2020 CA Employment Regulations. She did an amazing job and there were so many regulations to cover-AB2257 (old AB5), Crime Victim Protection, SB1383, SB973, Cal-Osha, plus Covid-19 related paid time off, notice, tracking, reporting and on and on. Alexis, your comprehensive knowledge of the law and practical tips to businesses from having been in litigation are evident. Every business with more then 5 employees should call Alexis to stay compliance. Updating EE Handbook is a MUST. Everyone attended spoke highly of Alexis' knowledge of the law and her practical tips to businesses. Alexis, thank for sharing and educating our group.

Carrie Hidding
Accountant , teamCFO

I would like to thank Craig Adams of W Real Estate for his referral to speak at several different real estate groups. He is well connected in his industry and truly has a giving spirit. He went out of his way to learn more about my business and to make introductions to groups that would help me share what I do with my target market. I had a chance to learn how extensive Craig's real estate background is and how knowledgeable he is.

Rhonda Sher
Marketing , Unleashing LinkedIn

I would like to thank Richard Brownstein, a certified bankruptcy specialist who concentrates on keeping his debtor clients out of bankruptcy as well as securing great results for creditor clients maximizing recovery from debtors who attempt to avoid responsibility by filing a bankruptcy case. Richard referred a matter that involves possible fraudulent activity that may be subject to various remedies in the state courts, including relief under California's Uniform Voidable Transactions Act.

Howard Loeb
Attorney , Howard M. Loeb P.C.

I would like to thank Michael Goldman, a very well connected business consultant in the entertainment industry with top line education from the Wharton School of Business. Besides his expertise in the Hollywood arena, Michael is dialed into the growing AI (artificial intelligence) space. Michael offers fractional CFO services for startups as well as other companies. Michael referred a matter that involves potential violations of the federal securities laws as well as business torts under state law.

Howard Loeb
Attorney , Howard M. Loeb P.C.

I would like to thank Jesse Israel of Capstone Partners for a prompt response to my request for a recommended advisor to set up a self-directed IRA. Jesse recommended Daniel Tenzer at JP Morgan for further discussion on the topic. Thanks, Jesse!

Michael Scherer, MBA, CEPA
Consultants , Plus Delta Consulting

I would like to thank Jeff Woo of R&D Incentives for a prompt response to my request for a recommended advisor to set up a self-directed IRA. Jeff recommended Jason Stone at Secura Financial who quickly turned me on to U Direct IRA. Thanks, Jeff!

Michael Scherer, MBA, CEPA
Consultants , Plus Delta Consulting

I would like to thank Eelco Niermeijer of B2B CFO for a prompt response to my request for a recommended advisor to set up a self-directed IRA. Eelco recommended Mat Sorensen at Directed IRA and we are looking into options for my clients and myself. Thanks, Eelco!

Michael Scherer, MBA, CEPA
Consultants , Plus Delta Consulting

I would like to thank Kirk Marangi of Kirk Marangi Economic Valuations for a prompt response to my request for a recommended advisor to set up a self-directed IRA. Kirk quickly recommended Barbara Schwartz, Consulting Actuary.

Michael Scherer, MBA, CEPA
Consultants , Plus Delta Consulting

I would like to thank Marc Gertz of Reverse Your Thinking Mortgage for a prompt response to my request for a recommended advisor to set up a self-directed IRA. Marc put me in touch with Brian Katz of Morgan Stanley and that started a whole discussion around business development and more. Thank you Marc for a great new connection!

Michael Scherer, MBA, CEPA
Consultants , Plus Delta Consulting