Sterling’s CPA Success Summit Summary: Client Success Celebration

at the Embassy Suites in Glendale, CA

Our recent Sterling CPA Success Summit was a resounding success. It was held at the Embassy Suites in Glendale, California, and brought together clients who have thrived using our consultancy services and program. The Success Summit featured speeches from industry leaders and engaging workshops. 

Clients shared inspiring testimonials about how our tailored solutions and expert guidance have significantly improved their business performance. Networking sessions allowed attendees to connect, exchange ideas, and explore new opportunities. 

The event concluded with celebrating the collective achievements and fostering a sense of community and collaboration. Sterling’s CPA Success Summit highlighted the impactful results of our consultancy, reinforcing our commitment to driving client success. 

 

 

Here’s what our clients had to say about it:

 

“Lots of solutions as I see what works. Nice to see I am not the only one with some of these issues.”- AS

 

“We got great information about processes and how to reduce errors, which ultimately removes client upsets.”- MS

 

“I really enjoy hearing from other firms on what ideas are working in their office.”- SP

 

“All of the questions I had got answered and better than answered – the group gave me multiple ideas and options for success in each area I asked about.” - SB

 

“Soooo many good ideas. There is always comfort in knowing we are not the “only ones” when it comes to issues. It’s good to hear other ways of resolving.” - SS

 

“I got more clarity on how to serve clients at a high level by selling more advisory services to solve problems our clients have.” - SM

 

“It is always great to come to this workshop. So many great ideas from other accountants. Love hearing about successful actions! Great to not have to recreate the wheel.” - TS

 

“Great education on handling unruly clients.” - MS

 

“I learned ways to help train our current staff.” - SP

 

“I now have to focus on what the priorities are that I have to accomplish as the owner of the firm.” - DV

 

“It really helps to see how other practices handle certain problems in the office. I also loved learning about the canopy program. Very informative. Lots of good advice.” - SR

 

“It is nice to hear how other people in the same area of work deal with the issues you are facing.” - MC

 

“So many good discussions with like-minded professionals.” - SS

 

“One topic I especially liked was dealing with employee problems. What a simple and great way to handle things!”- DP

 

“Great discussion on canopy. Programs for texting were another great idea. Thanks for doing this for us, Kevin.” - DS

 

“I had a question about quality control. Several other practice owners had addressed that same issue. It was helpful to learn from their various ways to address it.”- TM

 

“Great exchange of practical ideas that are working.” - SC