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    Be Well Insurance Solutions

    Be Well Insurance Solutions

    4.8
    (29 reviews)

    We love Sylvia. My sister found Sylvia and now our entire family always has someone caring,…read moredetailed, knowledgable and helpful making sure each family member gets the health coverage, plans and care they need. Thank you so much for explaining everything to us clearly and making our lives more healthy Sylvia.

    When reviewing our medigap supplemental insurance plan, we found we could save over $3000/year for…read more2 of us for the exact same coverage. We only had 2 days to submit the application in order to have the policy take effect on day 1 of the following month. It seemed an insurmountable task, given we were in an open enrollment period, the busiest time of year for Sylvia and for the insurance companies. Despite the hurdles, Sylvia got the job done. We were impressed at every stage. * Sylvia listened carefully to our needs and presented pertinent options * She was deeply knowledgeable, and answered each question thoroughly * Sylvia and Raj, her very able assistant, had superb follow up and excellent communication. They kept us posted on their progress every step of the way throughout the ordeal. * They went above and beyond. Several times Raj had to wait on hold for over an hour with the insurance company. They had to call the insurance company several times to insist on an earlier start date which will reduce our premiums. We received the attention and service from Sylvia and Raj as though we were their best and only client. We highly recommend Be Well Insurance Solutions.

    ExecTech

    ExecTech

    4.6
    (21 reviews)

    I have been meaning to write this review for a while. I first heard about ExecTech during a talk at…read morea Santa Clara County Dental Society meeting. During that talk, Clayton was able to pique my interest enough to make me inquire about their dental consulting services. Long story short, I am so glad to have met Clayton that night and also so glad to have had ExecTech on my side this past year. My experience with ExecTech has been nothing short of amazing. Our practice numbers have dramatically increased. I attribute much of this success to the guidance from my practice consultant JD. He has helped me to put systems in place to better communicate and motivate my staff. JD has helped me to also analyze my practice more by numbers and less by "feel". We now consistently set monthly production, collections and new patient goals. Year to date (end of September 2018) we have over 850 new patients in and our practice revenue is up over 30% from 2017. In all, I have really enjoyed working with JD and the whole ExecTech team. If you are a young doctor looking for guidance on how to better manage staff and grow a young practice, you should strongly consider ExecTech. It has been a worthwhile investment.

    Just over a year ago I accepted a position at a dental office in Sebastopol. Little did I know when…read moreI was hired that my dental doctors had the greatest gift to give to themselves, the staff and to the practice in general. That gift is Exec Tech. Exec Tech can help you, your doctors and your practice with professional goals and if you choose to use their "gifts" in you personal life will excel in your private life as well. Our consultants are Holley and Mike Graves. We cherish their insight on a personal and professional stand point and our practice is flourishing. We have learned that we can meet our goals, increase production/collections and our doctors work less days. Enjoy life. Hire Exec Tech!

    Brainshare Business Mentors

    Brainshare Business Mentors

    4.9
    (46 reviews)

    I've had the privilege of working alongside Joe Siecinski, founder of brainSHARE, through our…read moreshared service on the Board of the College of Adaptive Arts. Joe has been a steady, thoughtful, and highly valuable contributor to the Board for many years. He consistently engages deeply with the College of Adaptive Arts' monthly financials, helping the Board stay grounded in reality while also identifying potential financial risks before they become issues. His insight and willingness to speak up early has strengthened our governance and improved our ability to move initiatives forward with clarity and confidence. What stands out most is that Joe brings the same mission-driven mindset from his work at brainSHARE into his Board service. Through brainSHARE, he has spent nearly two decades helping small and mid-sized business owners not just improve operations, but fundamentally shift how they think, lead, and support the people who depend on them. That focus on mindset, structure, and long-term growth is evident in how he shows up as a Board member. Joe cares deeply about impact, and it shows in both his professional work and his volunteer leadership. The College of Adaptive Arts is stronger for his presence on the Board, and brainSHARE reflects the same commitment to meaningful, lasting transformation.

    Joe is the best business coach I've ever had! I first worked with Joe as my coach way back in like…read more2013. He was my first business coach and I attribute much of the success in my career to what I've learned from Joe. All these years later, I still continue to implement and even teach elements from what I learned from Joe! His heart and dedication to his clients and the world at large is inspiring. Thank you Joe for everything!

    Fitzpatrick & Tucker Inc.

    Fitzpatrick & Tucker Inc.

    4.3
    (28 reviews)

    We have filed our taxes with Kathy for the last few years, but this year's experience was so poor…read morewe will not be returning. Her communication was non-existent, such that we had heard nothing two days prior to the filing deadline, even though we provided all of our documents over a month ahead of time with confirmation of their receipt. After reaching out for an update on the status, we were told they would not be done in time and we'd need to file for an extension. As a result, we overpaid by a substantial sum, which we won't see until next year's filing. If we had not reached out, it's certainly possible we wouldn't have even been able to get the extension submitted in time. Very poor professionalism, and it's clear that not all clients are treated equally. Would not recommend to anyone.

    Do not use Kathy for your taxes…read more Not only did Kathy miss the deadline for filing our taxes, she failed to provide communication, and most importantly lost us money. When the deadline for tax filing was 2 days away, I noticed we had heard nothing from Kathy. I reached out and after 24 hours finally managed to get a response which stated they were very busy and we'd have to file an extension. The onus was completely on me to remind my accountant that my taxes weren't filed. It was an inconvenience to say the least and we had to scramble to get the extension filed on time. Had we been on vacation or had extraneous life events we would have been financially penalized. Secondly, I had other family employ Kathy and they also had the same experience (lack of communication and taxes filed late) -- so it was not just us. And finally, Kathy had us overpay our taxes by nearly $11,000! Instead of having that money returned in our accounts, she assumed we'd want it applied at a 2022 tax credit. When I called and said that's not what I wanted and didn't realize that's what the paperwork was, she rudely stated, "rule number one: know what you are signing". If I understood taxes on a legal level I wouldn't hire an accountant - I explained this to Kathy and I said that's what I hired her for -- to understand and clarify the legal language for me. She again, rudely told me, "Rule number one: know what you are signing". Given this level of service and extreme incompetence, coupled with flat out rude behavior, I would never recommend her. Kathy's an incompetent accountant who I would not trust to do anyone's taxes after this experience.

    Wonderbench - employmentagencies - Updated August 2026

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