Barbara Appenzeller, CPA
Appenzeller & Associate, CPAs, P.C.
Prior to my working with Susan, our firm had seen substantial growth but I didn't know where the growth was coming from or how to manage it. Though I pride myself in assisting my clients in strategically operating their businesses from a financial and management perspective, I realized I needed that same guidance in my own business to refocus, set goals and establish methods to achieve them. I was overwhelmed. Susan took an extensive look at my employees, their duties, their compensation and bonuses, and their interaction as a team. Susan guided me through the maze of personalities and assisted in setting goals for my staff that were clear and concise, along with a structured bonus plan that was in their control to achieve. She also helped me put in place regular staff meetings, performance reviews, and updated standard operating procedures.
Now I have a stronger team, more efficient systems, and a service-driven culture that helps us better serve our existing clients and more than 30 new clients this last tax season. Our team is not only more effective, but, best of all, we are much more efficient, resulting in a 13% decrease in employee costs! My infrastructure now has a firm foundation. Susan's efforts are concentrated now on revenue goals and how to achieve these goals. I now have clarity on the customer my firm is best situated to serve, quite different than my past focus. I have increased my prices after many years, and increased an educational focus and benefit to my clients. My networking and social media efforts are strategic and now in alignment to attract the customers I want to serve. Susan holds me accountable to my goals and she reminds me to celebrate my successes. I am grateful for the many positive changes Susan has activated in my company ... and in me.