Practice Forward

Customer testimonials

Stories about accounting professionals improving their firms and their lives

Hear from your peers who made the advisory journey with Practice Forward

The advisory journey of Harper & Company CPAs Plus

03:46

For years, owner Glenn Harper had a different vision for his firm.

Glenn and his Practice Manager, Julie Smith, made the commitment together to implement Practice Forward. Now the vision is a reality.

Hear about their inspirational transformation story.

Customer testimonials

02:28
[Practice Forward has] given me the freedom to be a better husband, a better father, a better business owner.…It's a game changer. Completely changed me.
02:23
We had spent so much time developing our own materials and trying to develop that client relationship….Practice Forward was the biggest shortcut we could have ever taken.
02:33
Hands down, [Practice Forward] has been the largest single contributing factor to the success of my practice since I started my practice.

More customer testimonials

02:14

Realize your worth

Tracie Hannick, President of Bean Counting Firm, Inc, tells how Practice Forward helped her gain confidence by realizing the value her and her staff bring to their clients.

01:50

Unite your large firm under a common mission

Michelle Layer, Chief Operating Officer at CarlsonSV, reflects on how Practice Forward emphasized consistency across several offices running separately.

02:33

Get paid for your expertise

Rick Sager CPA, Owner of Sager & Associates, CPAs, shares how Practice Forward helped him get out of a rut so his firm could grow financially, hire great staff, and truly help clients.

02:57

Offer proactive client service

Brittany Lanphier, CPA, Managing Partner of Lanphier LLP, tells how Practice Forward helped her firm become the proactive firm they always wanted to be while drastically increasing revenue.
03:06

Client deliverables with a “wow-factor”

Ernie Villany, President and CEO, and Brittany Casarez, Director of Operations at Boulder Valley CPAs, share how Practice Forward helped them elevate their client service with high quality content.

02:33

Get out of the grind

Ryan Conn, Partner, Vice President of Shelton & Associates CPA, PLLC describes how Practice Forward helped his firm move from being a “tax factory” to focusing on high levels of service and deep relationships with clients.

02:22

Do more with less

Erin Heath, Owner of Erin R. Heath CPA, implemented Practice Forward to improve work-life balance for her and her team. A small firm in a remote area, Erin and her staff now enjoy flexibility that even extends to tax season.

Practice Forward

Tools and customized coaching designed to enhance your firm’s advisory services and strengthen client relationships