Case Studies
Strickland Webster: Handling the Business Side of a Law Firm
CHALLENGE When Sydney Strickland and Leigh Ann Webster decided to start their law firm, Strickland Webster LLC, they knew they would need some help …
Paul Black: Moving Beyond Tax Advisor
CHALLENGE When Paul Black met Alicyn McLeod in 2013, he immediately thought she was sharp and approachable. At the time, his firm was working …
Dan Frey: I Finally Found an Accountant with Both Head & Heart
CHALLENGE Dan Frey is a busy guy. He and his wife have run their digital printing company, Greenlight Communications, for the last 10 years, …
Lorrie Thomas Ross: Finding Someone Who Actually Listens
CHALLENGE Lorrie Thomas Ross, aka The Marketing Therapist®, is the CEO of her firm Web Marketing Therapy. On a daily basis she partners with clients …
Barry Spurlock: Fresh Eyes & Proactive Approach Lead to Better Tax Planning
CHALLENGE Barry Spurlock is the owner of Spurlock & Associates, a consulting engineering firm that specializes in HVAC, plumbing, fire protection and electrical systems for …
Beth Kearns: Discovering the Perfect “Go-To Advisor”
CHALLENGE As President and CEO of her own technology solutions consulting company, Triniti Consulting, Beth Kearns understands the importance of having the input and guidance of …