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Willard Michlin, CPA CFE CBB

4.8 (18 reviews)
Closed 9:00 am - 7:00 pm

Services - Willard Michlin, CPA CFE CBB

Accountants

Business consulting

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10 years ago

Willard is very straightforward, direct, a wealth of information, and very funny. I believe he would give you quality advice.

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13 years ago

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Review Highlights - Willard Michlin, CPA CFE CBB

Our enthusiasm caused us to overlook flaws in the deal and look past shortcomings in the seller.

Mentioned in 4 reviews

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First I had to admit to myself that I couldn't handle everything with my business, I needed do what…read moreI do well and let other pros do their thing. Well Planned got me up to speed so quickly with Quickbooks and a real plan. They provided me a good balance of hands on oversight and the ability to have control where I need it for quotes and invoicing. Their rates are in line with others, and I have already made back their fee through improvements to my billing, and freeing up my time to focus on my core work.

Finally Got My Business Finances Organized!…read more I recently used Well Planned for bookkeeping/ business set up, and I couldn't be happier with the results. The team really understands what small business owners need--they took the back-office chaos that was consuming my time and turned it into an organized, manageable system. What impressed me most was their attention to detail and also their overall knowledge of starting and running a business. They got my quickbooks set up and guided me on which business entity made sense for my company. I appreciated the overall experience and guidance Elyse was able to offer. They didn't just handle the accounting side; they gave me real guidance and also referred me to some really great vendors for marketing, branding etc. The whole process was smooth and professional. I appreciated the transparency and responsiveness of the Well Planned team and how well everyone seemed to work together. I finally feel confident about my business finances instead of stressed about them- AND, they answered my questions without judgement (haha!) If you're a business owner looking for someone to take accounting and management off your plate so you can focus on what you actually love about your business, I'd highly recommend Well Planned.

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If you are ready to take your company to the next level consider Gary Takacs and CEO University…read more With Gary's extensive background, know how and strategic planning ideas he can offer a new and fresh perspective on how to build your business. CEO University has different programs to meet your individual and company's needs. They even have advisory groups available for executives, senior-level managers and qualified vendors!! For more information you should check here: http://www.ceou.org/ Or call them today!

From the owner: The CEO University provides Executive Coaching, CEO Peer to Peer Business Advisory Boards, and…read more Fast Track Advisory Boards for Vice Presidents and Directors. The programs include: Monthly Group meetings facilitated by a Group Chair, including: Expert guest speakers Real-world challenges and case studies Interactive discussions Peer accountability to specified goals and benchmarks Access to a group of like-minded executive leaders who will share their insights, resources and encouragement to ensure your are accountable to your goals. Monthly confidential one-to-one sessions with your Group Chair. Proprietary assessment tools and analytic software to establish benchmarks and measure improvement of leadership, corporate culture and business performance Networking and learning events with other groups within the CEO University Network, providing members with the opportunity to connect with individuals outside of your groups.

Willard Michlin, CPA CFE CBB - accountants - Updated July 2026

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