I started working with Rich in 2017. I was ready to buy my first practice and needed help…read moreunderstanding the financial documents that were being presented. Rich not only helped me to understand them but also showed me areas that I would be able to improve upon to reduce the overhead from the retiring doctor. Since then, we have worked on student loan refinancing, tax planning, P&L, credit cards, 401k, defined benefit plans, IRA's, etc. Rich understands the dental office and is able to tailor a system that works for you and your office. I highly recommend Rich to anyone looking for help with any retirement, personal and especially business needs.

Working with Rich has been an amazing experience so far. I found him just in time for 2020 as it…read morewas a very challenging year in many ways due to COVID. I needed his help multiple times for critical questions and direction due to the unprecedented nature of this year. He was able to give me very clear advise and directly for all my question in a very timely manner. Furthermore, he has been handling all the standard elements of my taxes flawlessly and gave critical and valuable feedback on multiple issues that I could be doing better. I highly recommend Benner Accountancy for anybody searching for a very helpful and hands-on CPA.

Everything! Excellent attorney for tax issues and estate planning . I highly recommend this law…read moreoffice and have always been extremely happy with Mr. Schroeder and appreciate everything he has done for me and my husband.

We were referred to Mr. Schroeder through a program my husband had through his employer. We just…read moreneeded a simple Living Trust. In speaking with Steven, he explained everything thoroughly and made it very simple. That was back in 2013. Now 10 years later we had a few updates to do and again he made it a very simple task. He and his staff are very helpful and friendly. The easiest part is all I had to do was email my questions and they responded in a timely manner. I would highly recommend Steven Schroeder for all your legal needs.

Dave is the real deal. I've worked with him on around 9 different dental practices from the…read moremarketing side and he's literally the best dental consultant in the industry. He's owned his own practices and has consulted literally hundreds of dentists which becomes obvious after you talk to him for like a single minute. He knows the systems to implement to actually grow your practice, from simple things like follow ups for cleaning. Identifying missed opportunities on the phone from potential new patients. Even systems to drive in qualified new patient calls online. Highly recommend trusting Dave with your practice so you can focus on being a dentist and he can maximize your practice on the business side.

David Orr was hired to turn our 3 practices to run corporate style. He held meeting after meeting…read morefor months going over the same thing, which had nothing to do with running my practice corporate style. All he did was ask my assistants how many FMS did you take every week. Production and collections was not an issue. He had no idea what insurances we were contracted with or not for four months. He came every 2 weeks and have a one hour presentation that was so pointless everyone stopped paying attention after a few meetings and it definitely gets old. Then he tries to tell you all your vendors are working wrong and are not Professionals so that he can have his vendors do your work so he can get a kickback from them... from marketing team to billing to credit card services..... all While my offices are collecting over 250k a month with 40 Percent overhead. I fell for it when he brought over his biller who could barely tie her own shoelaces. Created a billing disaster!!! Never did he even analyze office overhead. He's a great talker, but it's all talk. He sells himself as a magic bullet and says he's owned and created several DSOs. If he did then why is he consulting???? I wouldn't refer him to anyone. The cherry on top: he has a 60 day notice to Cancel. So he charges you for 60 days of service after you fire him..... so it's like keeping an employee that's fired. I guess he gets fired far too often so he's out that in his contract. Red flag: he doesn't even have a website snd you can't find a picture of him anywhere on the internet!!!

Hamid is very easy to work with. He is knowledgeable and resourceful. He makes sure my billing is…read moredone right and he is always on top of making sure I get paid from the insurance companies. He has been a blessing to me growing my business!

Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

I was incredibly fortunate to have James Pak as my mentor over the past two years. Initially, I…read morejust wanted help transferring to a four-year university and choosing the right classes. With his guidance, I was able to transfer from community college to USC after just one year. What sets James apart is that his support goes beyond college admissions. He provided resources on scholarships, research opportunities, student organizations, and internships. He also spent time helping me refine my resume and interviewing skills, which ultimately helped me land my first aerospace internship. James genuinely cares about his students' success, and I highly recommend him to anyone looking for guidance with college admissions, career planning, or professional development.

I am writing an updated review. James is an extremely professional, ethical, and caring person. He…read morethinks at lightening speed and is typing away to give you a detailed researched response/ideas to questions you have. He is "the specialist" for UC applications. I would trust his advice in this area (ie, classes etc.). He was very active in helping my son with his PIQs and common app. James helped him pick topics that James felt could reveal the most about my son and helped him brain storm ideas. My son was a bit stubborn and didn't follow his advice on some points which made writing a bit hard I think. James also showed him how to research and answer the why us essays. My son is usually a fast thinker and worker but writing about himself was a real struggle. We started with James late and wished we had found him sooner so that he wasn't trying to get through individual applications while studying for school. James helped my son get early action at USC, early admissions at Berkeley, and all the UCs with medical schools that he applied to. His UPenn admissions officer wrote a response about his essay that made him felt heard and understood. James doesn't make you feel like you have to do anything that isn't authentic to you to be "competitive"; he doesn't make you a cookie cutter applicant. His advice takes into account the individual. Thank you, James, for working with him.

Having a full breakthrough session with Carl was an immense honor and pleasure. Coaches need…read morecoaches. I know hundreds of coaches and I chose Carl. The moment I spoke with him, I felt a complete sense of ease. I entrusted Carl with my innermost psyche. That is something I don't do easily. It was well worth the investment, in myself, to have my full breakthrough session. Carl was amazingly keen and aware of so many things I could not see. He asked the perfect questions to guide me on my journey. I felt safe and he allowed me to explore my innermost thoughts and feelings. The process was astounding and when we were through, I have a new prospective on all aspects of my life. Since then, my life has shifted for the better! I have shifted both internally and externally. I have re-branded myself in business, I have moved to a much better home, and I now look forward to getting myself out into the world and make a difference. Thank you for the wonderful work you do Carl! I truly appreciate your work and your soul.

I was referred to Carl through someone I trust, but having never experienced NLP I was hesitant…read more That is UNTIL I had a consult with Carl, where in one hour he listened, asked questions and gave so much hope as to what was possible. I did a full breakthrough session ( about 7hours) a few months ago and was blown away by the experience. Not only did it open my eyes and "rewire" some of areas we were focusing on, but left the day feeling excited about my life and future. The best part to me was his follow up! Anything that still bothered me or new things that arose, he spent time working through them with me and assured that he would be there to walk through the process with me. I felt such breakthroughs from our time, I now have a weekly call to coach me through other areas. If I had to pick a few words to describe I would say thorough, committed, insightful and gifted. I would HIGHLY recommend doing a session with him to whatever extent you can, it will be worth it.

Jack and Styskal Law have assisted me with several legal matters including setting up an S Corp,…read morebusiness and estate planning, and legal proceedings to collect from clients that didn't pay their invoices. All have been successful. Jack is one of the kindest attorneys you will ever meet, but his kindness is not a weakness, he is a fierce litigator. It is true that he treats you like family, and will fight for you like it's his family. Jack wants what is best for you, not what makes him more money. His fees are very reasonable.

Jack helped me through the scary experience of setting up my trust and last wishes. He made it so…read moreeasy and I wish I would have called him earlier! I highly recommend Jack and Styskal Law!