I had my first consultation with Cory and it was incredibly helpful! He was knowledgeable, patient, and walked me through setting up QuickBooks step by step. He also provided clear strategies and outlined the next steps to help me move forward with confidence. I really appreciated his thorough approach and the follow-up plan we discussed. Highly recommend!

Corey was absolutely incredible. He helped our 501(c)(3) file our very first Form 990—and we’ll be ecstatic to work with him again next year. Incredibly knowledgeable, super helpful, and deeply committed to building our internal capacity—not just filing a form. Corey didn’t just get our 990 filed with flying colors; he made our team and internal systems stronger in the process. He’s the absolute exemplar of a world-class, self-managed contractor. We’re so grateful to have worked with him and will sing his praises to anyone who’ll listen.