"From day one, COO stepped in to take action & sift through all the areas of our business to detect problems & underdeveloped/underused systems. COO worked toward goal of full optimization of employees' talents & time, minimized human error through integration of tools & integrations, & simplified bombast procedures. COO helped our firm go from a pen-and-paper, overworked stressed workplace, to one that was up-to-date with the best tech & procedures. COO is more than handy technicians; they spot any problems in business practices and make intelligent, successful suggestions.."
Mathew Leavis, Marketing Manager at Global Wealth Management

"Thank you for the time you worked with us…you were on point, we hired two new people to supplement the team and this has led to resurgence in attitude and energy. Our staff fully embraces the technology efforts you had us invest in and we are now working to see and use all the advantages Redtail and processes offers us. I have found that using systems that COO has taught us has made relationships with our clients more enduring. So again thank you, you have helped my firm grow immensely."
Blakeley, The Blakeley Group