Testimonials

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As a full service accounting and business advisory firm, CPA Corporation is passionately committed to serving closely held small to medium sized businesses and nonprofit organizations in a wide range of industries and in all areas of the social sector. We also serve the special tax, planning and advisory needs of high net worth individuals and family groups.

 I am always appreciative that Bill and Fred take the time to educate my business clients on how to improve their profitability and financial ratios. Quite often my clients have had CPA's that prepare the tax returns and financial statements and hand them back to the client and the client truly doesn't have an understanding of these documents and how it relates to the profitability of their business. I admire their business coaching style.

Janette Moynier ,VP/Area Manager
First Bank

I was apprehensive at first about business coaching, but there are things going on that I did not expect. The homework is really inspiring us into action, and this is a huge benefit to us as we work on our goals, vision, mission, key performance indicators, systems and processes, and so much more. It is almost like going to a business psychologist…we just walk out feeling better and in action. CPA Corporation brings clarity which puts us on the right path!

Thor Severson, Owner 
CMIT Solutions

CPA Corporation has saved me lots of mental stress over the last two years. They found many additional deductions on last year's return and called to advise me. I don't have to worry about the IRS anymore with their Accuracy Guarantee!"

Chris Carolan, Owner 
Mirage Precision, Inc.

 I wanted to thank all three of you for the AWESOME one-on-one we had today. It was by far the most fulfilling coaching session I have ever had. I have gone through my share of "coaching" type programs, all have had their good points; however, I have been blown away with what we covered today. I am already a different person from just our first visit. It is nice to be around people who are lifting you up and committed to seeing you reach your goals and dreams. Lisa and Fred: I wanted to also THANK both of you for the most invigorating comments that I have ever been told. When both of you affirmed my passion for martial arts and what I "should" be doing was truly an eye opener for what I should have never gave up on. I admit, I did give up on that dream in a way through my fear of wondering if I have "enough: knowledge to teach. If I am worthy... However, you have shown that really it is my passion for what I love that is really the difference. I was actually speechless when both of you said such wonderful words to me. I was just sitting there in awe because I never heard that before. No one has ever told me that my passion has shown through that much. Lisa, when you said that "I have a way of lighting up a room when I am in it" and "that you and Fred really enjoy being around me: was just inspirational. I thank you from the bottom of my heart for being so awesome. Fred, the words of encouragement and reminding me that I should get out of my own way and allow myself to let my gifts come forward was sheer truth. Thank you! I needed that. The work begins today. I am so looking forward to digging in and taking action on my dreams that it won't even feel like work. It is going to be a wonderful journey. Thank all of you for such a great support team. This, you can't put a price on. I will sum up today with one word: PRICELESS! To your success as well.

Jason Froehlich, Owner
Advanced Business Sales, Inc.

Thanks to all of you for the positive energy and fantastic ideas for my meeting with my client last night. In summary, we accomplished all I imagined! Fred and Lisa, I am very excited for our extended conversation times about what we are learning as we apply amazing principles to life - and how we can leverage them to further successful implementation. I can't say thanks enough to all of you for being such a supporting team. As the saying goes, I truly could not have done this without all of your help. You people are the best! I am in a state of awe, wonder, and appreciation.
With best wishes,

Donald Leininger, CPA
Leininger, Ltd.

We wanted to work with someone that we had FULL TRUST IN, and that had the mindset to help us grow our  our business... we have finally found that in CPA Corporation!

Steve and Linda Smith, Owners
The Original Pancake House

 "Working with the Breakthroughs in Business team has been an intensely positive experience. Each workshop session has brought one "aha moment" after another. I have gained a tremendous amount of insight as to what I really want to do with my business and how to take my thoughts from just another good idea to reality . I am inspired to create achievable action plans and amazed at the new skill-sets I am acquiring. All of this is achieved through gentle questioning and positive suggestions. I am so appreciative to be a part of this workshop team!

Jodi Riolo, Owner
Client Retention

I enjoyed talking to you about my business, and as my son would say, Thursday was one of my "best days ever". I truly felt amazing while I was telling you my story. Now I realize that I can do amazing things. Your energy is contagious and I am so happy that my path crossed yours. Your team is well put together and I look forward to getting started on the program . I am working to get things organized and will be in touch with you soon. Thanks so much for moving me!"

Gwen Moore, Owner
Health & Wellness Consultant



  
 

 

 

 

 

8780 Auburn-Folsom Rd., Suite 100 • Granite Bay, CA 95746 • (916) 782-8500 • Fax (916 ) 782-9911 • info@cpacorporation.com

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