references & testimonials

Over the years, I've had the privilege of working with a diverse range of clients. While I haven't kept a formal record, I've been known to leave a mark on businesses. Here are a few insights from those who've partnered with me.

Excellence in service

I want to send a separate note to share my sincere thanks for all of the hard work you did. You were always very open and willing to work through my issues. This has been very successful from my standpoint, and it would not have been possible without your dedication and skill. I look forward to working with you in the future.

~Senior Financial Manager, Medical Device Company

It was a pleasure working with and getting to know Dave. Dave takes ownership in his role and effectively built relationships with his customers, and consistently problem solved and communicated with them to reach a desired outcome. He overachieved on project margin goals and it was fun to watch as he assertively worked with his teams to meet and beat budgets while keeping a high standard to the finish product.

~Owner, Property Restoration Company

Thanks very much for arranging this education! I really appreciate it. This is, by far, the best training I have had at my company. I would take another class from you anytime.

~Controller, Financial Institution

Here are some highlights of our session to finetune the Stock Ledger!

* Improved weekly data load times from 2 hours to 13 minutes

* Improved retrieval time from 35 seconds to 12 seconds

* Proactively fixed an issue for the 53rd week of the year

* Proactively added 3 new scenarios: CY Plan, CY Actual and CY Forecast

* Finally, we reviewed the process to prepare a forecast and to load a new one

Thanks!

~Sr. Financial Analyst, Outdoor Sports Retailer

Dave and his team exceeded all of our expectations. He was very responsive and accommodating, taking feedback and requests with a high sense of urgency and promptly incorporating them into a solution that meets our needs.

~Financial Analyst, Medical Device Company

Appreciation

This would not have been possible without your dedication and skill.
You did a great job. Thanks for educating and consulting me. I actually look forward to my next budget submission.
You are always very open and willing to work through my issues.
Professional and extremely competent. Excellent presentation skills.
This solution has got us excited about reporting.
I look forward to working with you in the future.
Exceeded my expectations.
Your help brought my analyst up to speed very quickly and enabled me to spend more time on financial analysis which yields a very rapid payback on my dollar.
This is, by far, the best training I have ever had. I know we will continue to use you as a training resource.
I would not hesitate at all to use you for future consulting and training at my company.
The step-by-step hands-on approach along with materials was excellent. All the information was great and exactly what new users need to know.
Having a knowledgeable consultant on-site was great! Being in a group of users who use the tools everyday allowed for good feedback and interaction.
Awesome. I've been wanting something like this for years.
We have found you to be very flexible on scheduling and you deliver promised results at a very fair price.
I feel you are a true partner with us - thank you.