I've had the pleasure of two readings and coaching sessions with Kate. Her ability to tap into what…read moreyou need to know, learn, grow and/or heal from is truly astounding. Even more phenomenal is the level of compassion and pure of heart love she holds in the experience with her. It's rare to be around a person who sincerely chooses love and helps you to work through whatever is needed, free of judgement. But then you meet Kate and it's obvious that she is a rare find and a gift to each person brought into her life! I trust her readings, her coaching and highly recommend her to anyone wanting to heal, grow and expand their experiences, as well as life's opportunities!

Kate came to our bachelorette weekend to do readings for our group. It was such a great way to…read morestart our trip. Kate is talented, insightful, kind, patient, and someone who you feel like you just want to be friends with. We loved our experience with her and had a lot of great takeaways. Thank you Kate!

The books are fine not worth 2.5k the app is trash it hasn't worked one time and customer service…read morewon't help but they are perfectly happy to keep charging me for it no pause payment till it's fixed no we are sorry just we sent it to IT and any other email they respond with we sent it to IT nothing more. Had high hopes but they horrible do not recommend.

There are 3 different parts of the company I wanted to highlight in this brutally-honest review:…read morethe products, the selling program, and the recruiting/leadership program. PRODUCTS: The books are good quality, the apps could use some work. Altogether, they are good products. If your kids use them, they are worth the price. The cancellation policy (3 days) is a little ridiculous and the customer service kinda blows. You are better off reaching out to the student dealer directly. SELLING PROGRAM: This door-to-door sales program is one of the most frustrating and challenging experiences because of the long hours, pay structure, and rejection. However, you learn a lot from the experience. I ONLY recommend the program for young people who want to humble themselves, travel somewhere new, and learn the skills of sales/communication. I've seen students profit anywhere from $500 to $20,000 (with expenses around $3,000 for a summer). They have all the profit stuff listed under www.southwesternadvantage.com/disclosure if you're curious. RECRUITING/LEADERSHIP PROGRAM: Mixed feelings here. I think MOST students benefit from having a door-to-door experience, whether to humble them or build some work ethic in them. The leadership team is great. However, I think there are a handful of students who are encouraged to sell multiple summers who shouldn't. Overall, good program. Will change your life. Not for everyone. Doing this program doesn't mean you'll be a successful person, not doing this program doesn't mean you'll be a shitty person.

Fabulous, reliable, honest services from a great team! They've really helped me manage my dad's…read moreaccounting from a distance, as I live in Los Angeles.

I highly recommend Iris Financial Services. The staff is fantastic and Grifin is the best in the…read morebusiness.

I cannot say enough good things about the entire team at Iris. From the very start, they have been…read moreorganized, informed, patient, and thorough. As new business owners, their expertise has been invaluable and allowed us to do what we do best and not have to stress about the details of the books or other requirements like taxes and filings. We love that they work directly with our CPA to minimize stress on our federal returns, and even took the time to give us a Quickbooks tutorial. Now, with all of the changes and uncertainties of the Covid-19 economy, we are even more grateful. They have kept on top of all of the relief programs, both federal and state, and have maximized our assistance, making sure we have what we needed for our PPP loan and even doing the legwork of our TN Relief Program application. They are truly thinking of us and all the ways we can succeed as a business.

Thanks to Lisa and her staff! I've been a client for 20+ years and have always been taken well care…read moreof! Cheers!

Lisa needs to have her License revoked. I would have to agree with the other horrible reviews. I…read morewould indeed consider her a fraud and a con artist. Dishonest, rude, beyond arrogant. Took time to set up my business with her. She takes an initial meeting and you basically NEVER hear from her again. Deal with her assistants and she's unreachable. Misadvised my entire setup which makes me even wonder if she is a legit EA or CPA. Charged me to bookkeeping which was never done. Screwed up my filings beyond words. Like totally forgot my deductions. DOES NOT file on time. Files extensions and blows past those deadlines. I've lost nearly 20k trying to work with her in 14 months. Paid for the wrong setups. Paid for half a** bookkeeping. Paid fines because she blows past deadlines and is unreachable. I've spend 12k alone in the past week hiring a REAL Tax attorney to fix her disaster along with a REAL CPA to completely redo everything I paid Lisa to do. Hope she loses her license after what she's cost my family.

Not worth the 1 required star to leave a review. Van has no showed multiple times since being hired…read moreand responds only to texts and days later. Has delayed our renovation project by several weeks.

From the owner: Consulting in many different areas including Construction, Real Estate, Home Repair, Automotive…read morePurchasing & Selling

I'm with a large manufacturing firm and we've worked with Level60 on several software/analytics…read moreprojects, they immediately created value for our business both in their strategic guidance and tactical project deliver, thanks for the help!