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
Taking the plunge
Doing something differently when it involves your clients can feel overwhelming.
We asked Practice Forward members to share the story of the first time they approached a client using the Practice Forward model. Watch this video to hear about their experiences.
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Customer testimonials
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[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.
04:18
On April the 18th, I actually had a smile on my face, commented around the office how successful the filing season had been. Even though I've got 44 years in, it's fun again.
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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
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Reach your goals
Steve Heintz, Aaron Clark, and Adam Wood of Heintz + Clark implemented Practice Forward to accelerate their transition into advisory services, finding it provided a ready-made framework that aligned with their goals.
02:29
Clarity and confidence
Katie Lomness, Liza Ortiz, and Laura Webb of Lomness CPA share how Practice Forward has helped them get paid for their value while increasing clarity in client relationships, and confidence among staff.
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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.
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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.
03:18
Improve cash flow
Sheri Harris and Tom Hicks detail how Practice Forward revolutionized J.T. Hicks & Company by eliminating accounts receivable challenges, fostering client relations, increasing revenue, and introducing a systematic approach to engaging with clients.
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The biggest shortcut
Lera Kooper, Firm Director of Accountability Services, shares how Practice Forward is a valuable shortcut to achieving firm goals, efficiently developing client relationships, and enhancing firm structure.
02:16
Hit the ground running
Brett Hess, Owner of Business Management Company, Inc., wanted to elevate client service and improve margins. His firm implemented Practice Forward and saw success fast by using the ready-made tools.
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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.
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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 accounting advisory services and strengthen client relationships