We started with Sterling approximately one year ago.  I had received an email from Sterling at the end of the tax season which offered a free DVD. Both my partner and I watched the DVD. It contained all the various ills and woes that we both experienced during tax season. I was amazed that they pretty much covered all the things we found to be our complaints in tax season and in the business of public accounting in general. 

We decided to give Sterling a try and signed up for the executive training courses which provided a large amount of information and data to help manage our company. We also engaged Sterling to provide our firm with “in-office visit.” The in-office visit is basically a one-week session at our office with our whole staff which accelerates the implementation of these various methods and techniques.

I would say that the major improvements in our first year were the fact that we now manage our clients and run them as opposed to the clients running us. We addressed our lesser desired clients such as slow payers and clients that constantly come in at the last minute with terrible records and expect us to have a quick turnaround of their work. We actually started managing our business versus letting it run us.

This most recent tax season was our best. We prepared more returns than ever with less stress. The implemented procedures made us much more efficient. We also started a bonus system based on the various statistics kept on the firm and each individual staff member and partners. Everyone is much happier even during times such as tax season.

The guidance of Sterling has improved our productivity as a unit and has provided much needed assistance in hiring of “good staff.”

Now if any of this hits home for you, I invite you to give Sterling a call at 800-933-7538 for a free DVD and no-charge consultation. 

Robert M. Yost III, CPA