Client Testimonials

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Taruna Kanani, CPA, MS/TAX

“The last year was a big turnaround for us. We achieved so much in such a short period of time—going from almost nothing to nearly $750K+ in sales! All coaching, guidance, and tools provided to us during our CCA coaching sessions were exceptional. This success would not have been possible without such support and guidance.”

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Vince Howard

“I am glad my referral reached out to you. No matter how much I want to argue with your methods sometimes, you can’t argue with RESULTS! I told him it was well worth the money spent in ROI.”

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David Busey

“I started my position with no real sales experience. My employer, John Drawdy, signed me up for Professional Sales Training with Chuck Bauer. Less than 2 months after training, I’m on track to bring in $540K in annual recurring revenue and $360K per year in one-time fees. The investment in Chuck’s coaching program has been well worth it!”

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Minal Babaria, CPA, CCA, CTC

“Thank you for all the support & coaching—without it, this would not be possible. We ended last year with tremendous growth! Cash collected was over $700K and our entire team now works 100% remotely, serving clients throughout the USA. We’re looking forward to another year of success, challenges, and helping business owners achieve financial freedom with Tax Planning.”

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Greg O’Brien, CPA

“Chuck helped us set extremely aggressive 12-month sales and operational goals for our firm. Thanks to Chuck’s operational systems and next-level sales tactics, we’ve already closed $221K in annual recurring fees & $81K in one-time tax plans—putting us on track to smash our annual goals!”

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Kendall Broda, Owner, Taxes by the Sea, Oceanside CA

Kendall Broda, CPA, CTC

“What I gained most from The Certified Concierge Accountant is confidence—and potential clients can see it. Clients now see how we can propel their financial success with the value and skills we provide. I LOVE Coach Jackie and Coach Chuck! Their methods are repeatable and can be adapted to a small, large, or scaling business.”

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Angel Frias: One of Our Successful Clients

Angel Frias

“Chuck helped me experience continuous growth and success. I now work only three days a week, spend more time with my family, and I still make $250K annually. I have also been the recipient of my company’s Multi-Million Dollar Club Award for three years in a row! Thanks Chuck!”

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Zach Bryant, Vice President of Bryant & Associates P.C., Lincoln NE

Zach Bryant

“One of my best investments—Chuck made our practice more efficient, refocused, and gave me the confidence and selling tactics I needed to help us grow quickly. By applying his strategies, I have experienced $330K in growth in 1 year and maintain a close rate of 75% across all leads! Want to increase revenue and efficiencies? I suggest you give Chuck a call today.”

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Jerry Michalowski, CPA

“I still hear Chuck’s words. Last week, I pitched an account that has been using the same accounting firm for 60+ years. I provided them a contract with a DARB. Today, I got their signed engagement letter earning my firm over $19K annually—over 4 times what the other accountant was getting!”

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Mark Berry

“I met with our customer yesterday to close a deal. Prior to the meeting, we had him on TOMA, Screencast Quote, DARB, and made two samples for them to review. the customer was impressed. I closed the deal without needing to negotiate because the TOMA process set me up to succeed before I even got there.”

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Elvis Chan

“After a few sessions with the Chuck Bauer Sales Mastery program, I was able to secure three times more referrals than ever before, not to mention a 90% closing rate on those leads. I have also secured a simple marketing campaign that keeps me out-in-front of potential clients.”

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Florence Wong Wai Kwan

“I run a company providing supporting services to doctor’s medical cosmetic centers. After attending Chuck Bauer’s coaching sessions, I have learned very useful tactics to initiate a talk with my prospect clients, to have a deep discovery of my prospect clients, and most important to secure on-going contacts with them. I become more confident in my business.”  

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Horace Cheung

“The first coaching session improved my training efficiency and effective by at least 1 week. Before that, every time I conducted the training or presentation with Asia countries users. I need to spend at least 1 week to follow up with their questions and to clarify their misunderstanding. With his suggestion, just only a few extra steps before the training, I can effectively deliver the expectation to the participants. Just only one session could make a difference. That result was amazing.”

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Josh Sutton

“Invest in yourself and/or your business by learning and implementing the sales tactics, sales process psychology, and efficiencies taught by Chuck Bauer in his sales training and business ownership programs, whether you’re in sales or an owner or do both. Then track the return on your investment!”

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Sarah Berry, CPA

“My firm has had over $100K growth in the 6 months of coaching in Certified Concierge Accountant program with Chuck and Jackie. However, my goals were never to grow the firm revenue. My goals have been to better manage my firm, my time, and my clients. My coaching sessions helped me to meet those goals, which are much more important to me than any gross revenue growth because it’s not how much money you make—it’s how much you keep that matters.”

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Jeff Bigler

“We have been utilizing a team approach for client management within our Financial Planning Practice for over 20 years. With many processes and procedures in place to create a unique client experience, several key team members felt they were working at capacity, limiting their ability to provide the level of service intended for our clients. With our client experience a high priority, we sought a set of outside eyes to help us fine-tune our team. We asked Chuck to find efficiencies for our team members so we could continue to grow our practice without sacrificing client experience or adding additional support staff. Through his customized, two-day onsite working session alongside our team, Chuck quickly determined several time-saving steps for our technology practices, provided cutting edge ideas to better communicate with our clients and gave our staff more time in their day to best serve our clients. The time and treasury we committed with Chuck has been well worth the investment.”

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Tom Bowman CPA, PC

“Chuck has contributed greatly to my increased personal and business productivity. My closing rate has increased by 28% since I started working with him—about 22 monthly clients with upfront fees of $25,000(±) and recurring annual fees of close to $100,000! I consider his influence to be a large part of that increase and my success!”

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Heidi Kiss, Broker/Owner, Capital Realty, Cayman Islands

Heidi Kiss

“When Chuck showed me his programs, I was sold! He’s in Dallas and I’m in the Cayman Islands, but our coaching sessions are done over WebEx and can happen anywhere. He’s taught me to be more efficient, so I can work only four days a week and still make more money! Since coaching with Chuck, I’ve increased my income about 40%. He also has a great personality and really cares about his students’ success—that’s what sets him apart!”

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Rick Bondurant, Director of Management Resources at Independent Insurance Agents of Texas

Rick Bondurant

“Chuck has an outstanding track record of helping salespeople, including independent insurance agents, realize their success aspirations. For IIAT producers committed to ramping up their pipelines, improving close ratios, and managing time more efficiently, I recommend the Mastermind Groups with Chuck Bauer.”

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Raul Cabaza III, President of Shepard Walton King Insurance Group

Raul Cabaza III

“Chuck can help you double your production and manage your day better. He can help you handle your book of business better. His techniques can also help managers effectively manage their staff and producers.”

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Cynthia Cabaza, Vice President of Shepard Walton King Insurance Group

Cynthia Cabaza

“I’ve been through a lot of cookie-cutter training programs in the past. Chuck’s sales training programs are very different! These are not the types of classes you will see anywhere else!”

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Ashleigh Cloud Trent, Insurance Advisor

Ashleigh Cloud Trent

“Coaching with Chuck Bauer has helped me implement procedures that doubled my production. To date, I am making more than three times what I was making when I first began coaching. Time management skills and the effective use of Outlook have helped me most in revenue-production activities!”

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Client: Jeff Mathews

Jeff Mathews, CPA

“I decided to take Chuck’s one-on-one coaching to the next level with the addition of Sales/Biz WATCH. This program proves that Chuck doesn’t just teach theory, but executes his sales & business techniques at a high-level every single day. The motivation, confidence, and possibilities I brought back to my business are PRICELESS. If you want a leg up on your competition, I highly recommend this program!”

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Rick Swartz

“I enjoy your teaching, it’s the best out there! I have been in sales for 30 years and was one of top people for nearly 20 years before the economic downturn took me and the company I work for down the toilet. The competition outsmarted us and we wore ourselves out. Thanks to your Sales Mastery book, I have been trying to reinvent myself and get back in the game. There is so much horse baloney out there from other writers that could not close a box of cereal, much less a sale. Your book is different! I read your book 5 times and plan on one more reading after I get through your Marketing Yourself Shamelessly online course.”

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Client: Jennifer Hawthorne - Palleton, Inc.

Jennifer Hawthorne

“An engaging presentation and fresh sales training and business development ideas made the Cayman Academy a valuable experience! The out-of-the-box thinking and strong business techniques have already helped me energize my revenue-producing activities.”

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Juli Martin: One of Our Successful Clients

Juli Martin, CPA

“Less stress, more money, and more time? I’ll take it! Since hiring Chuck for his Professional Sales Training, my net income has increased 73% over the same period last year. I am now able to dictate my schedule, I get to spend one-to-two days with my children each week, and I have my life back.”

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Donna Bordeaux - Bordeaux and Bordeaux CPAs

Donna Bordeaux, CPA

“Thank you for the great ideas and processes you provided during our six-months coaching program! You helped us generate great results—20 NEW MONTHLY CLIENTS for annual recurring revenue of $67,956!”

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Client: Ben Vallach

Ben Vallach

“Chuck Bauer has been a GREAT sales coach and mentor. He has opened my eyes to a whole new level of professionalism and efficiency in sales. He provides straightforward instruction and is over-committed to my success. Signing up for his six-month program was the best investment I have ever made. I highly recommend him to anyone seeking to immediately improve their sales knowledge and revenue-producing activities!”

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Client: Brian McGinn, CPA, Sarasota, FL

Brian McGinn, CPA

“Chuck has made a huge difference in my practice—not only in sales and marketing but in beginning and accelerating the momentum in efficient business management. He has an extensive amount of materials available. His staff is always responsive and willing to help us in any situation we encounter. I definitely recommend Chuck and his staff and suggest that you contact them immediately.”

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Client: Brian McGinn, CPA, Sarasota, FL

Brian McGinn, CPA

“Chuck Bauer is genuine. He talks the talk and walks the walk. He does all the things he tells us to do and succeeds at each. His knowledge and implementation motivates us and inspires us to think of innovative ways to improve ourselves and our business. I appreciate his help and advice along the way and take every opportunity to recommend him to colleagues and associates. I look forward to continuing coaching with him.”

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Jason Click

Jason Click

“I was on my second 6-month sales coaching term with Chuck Bauer when I had an emerging sales challenge with a prospect—a thinker. I had closed a $750,000 deal but even though the prospect had given me a verbal “yes” in our meeting, he was dragging his feet. Chuck coached me on the advanced thinker close. I role-played with a colleague who is of the same personality, then used the technique on the prospect. After I addressed his concerns, he signed the new account forms and we gained a new client. PersonalitySelling strategies work!”

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Chip Seignious

Chip Seignious

“With only 10 minutes between 8 coaching sessions, Coach Chuck still accomplished well over 150 activities—and all of that was without thought. Amazing efficiencies!”

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Client: Dr. Nido Qubein

Dr. Nido Qubein

“Chuck is a highly effective corporate trainer and experienced business leader who speaks passionately on topics regarding useful and practical strategies that will help you and your company do more, be more, and have more.”

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Damon Yudichak MBA CPA, Yudichak CPA PC, Wake Forest, NC

Damon Yudichak MBA CPA

“Chuck has been tremendous in helping me grow my business. He is at the top of his game in providing real-world solutions for small business owners and valuable ideas that are easy to implement. He is an amazing sales coach who helped me become more effective and efficient with my most valuable resource—time. My investment with Chuck Bauer is one of the best decisions I have made.“

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The National Home Infusion Association

“Thank you for sharing your knowledge and experience as an integral member of the 2013 NHIA Annual Conference Faculty. We are pleased to share the results from NHIA’s attendee session evaluations, which reflect the SECOND HIGHEST COMPOSITE SCORE EVER OBTAINED since NHIA has been benchmarking evaluations (ten years’ worth of conference data!). Your hard work and expertise contributed greatly towards making our conference such a huge success.”

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Kevin Nadi

“Hands down Chuck Bauer has the most effective sales training program I have ever attended. Not just a motivator, Chuck provides step by step, individualized leadership on applying learned concepts.”

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David Learned

David Learned

“Just so you know, Mike Ferguson, who attended SalesMastery, took your session to heart and has implemented several of your innovative suggestions. He is now running at 200% for the month.”

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Barry Trexler

Barry Trexler

“Chuck is a tremendously motivating sales coach whose SalesMastery sales training course is on target for the needs of the sales professional in this current environment. Chuck delivers his content with high energy and with an infectious attitude. Chuck is a hands on sales coach who challenges you to stay focused on his value added concepts long after his course is delivered. I highly recommend Chuck for your individual and team’s sales coaching needs.”

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David Wright

“My client received the package I sent her last week. It consisted of a couple of promotional items that Sales Coach Chuck had taught in his Marketing Yourself Shamelessly course. I was beginning to think she hadn’t received it, because I hadn’t heard back from her. By the time she got it this morning it had made its rounds in the office. My client said it was the most creative sales idea she had seen in terms of getting someone’s attention. I told her I wish I could take credit for it, but the idea came from Sales Coach Chuck. In my opinion it was a resounding success in regards to “Top of Mind Awareness.”

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Kevin Kokjohn

Kevin Kokjohn

“I want to thank you for the Tune Up sessions you have given my Sales Personnel. They have really taken your suggestions to a higher level and set personal sales records this past month. I feel your contributions have been very instrumental in their recent growth. You are a difference maker.”

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Becky Thompson

“Your SalesMastery course was a great two days! You not only filled our minds, but hearts and souls as well. You’re point of what I’m going to do, well, I am going to tag that “The Force!” Thank you for your positive encouragement and patience. Thanks for all you do!”

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Lee Odems

Lee Odems

“Chuck’s skill as a trainer and leader is without peer. I’ve sat in a number of large audiences where Mr. Bauer was the featured speaker. A skillful and polished communicator, Mr. Bauer is especially effective in introducing people to new ideas in such a manner as to engender immediate acceptance. He is my favorite trainer.”

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Jeffrey Gitomer

Jeffrey Gitomer

“When you look for the perfect trainer, you want knowledge depth, great presentation skills, command of the room, lots of humor, and the ability to connect with the audience. Those words define Chuck Bauer. I’ve seen Chuck give many presentations. He’s the essence of what a trainer, speaker, and motivator needs to be. I recommend you hire him today, before your competition does.”

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Bryon Thelen

Bryon Thelen

“Chuck’s first two-day session with my sales team increased our annual revenue by 50%. We have now rebooked him for four more seminars including his SalesMastery Course. His training seminars & ongoing accountability make all the difference!”

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Client: Dallas Cooley

Dallas Cooley

“Chuck’s individual coaching lessons and instruction have helped me establish all-time record sales. Now my sales process is streamlined and we get results while I sleep, literally. It blows my mind how much power his innovative ideas and sales tools have. That’s why I have rebooked his Professional Sales Training Program for a 3rd six-month program!”

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Billy Kurtz

Billy Kurtz

“Thanks for the Marketing Yourself Shamelessly course you did in Georgetown, Texas last week. My agents and I appreciate the full 3 hours of ‘meat and potatoes’-style learning. We are putting your ideas into action; the advanced Outlook techniques, in particular, are paying off.”

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Client: Scott Cato

Scott Cato

“Chuck Bauer and SalesMASTERY Seminars reenergized 130 Credit Answers sales and support team members, resulting in three back-to-back RECORD SALES MONTHS! We are continuing to get fantastic results from this event—which is why we rebooked Chuck for his third set of seminars with our salespeople!”

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Redonna Higgins

Redonna Higgins

“Chuck, you are the best and your company is the best. My goal is to make sure everyone in the First Community Bank system hears about you and how you can lead each of us to higher revenues, sales, and showing gratitude to our existing clients. The feedback from your Marketing Yourself Shamelessly course has been astounding.”

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Client: Suzy Schwartz

Suzy Schwartz

“Chuck Bauer’s You Be The Sales Coach emerged as the top-rated program for the Plano Chamber of Commerce’s Success in Business Series! Attendees ranked speakers on “meeting expectations,” “relevancy,” “improving your business,” “effective speaking,” and “effective handouts/material.” We set out to achieve an average rating of 4.5 on a 1-to-5 scale, and Chuck delivered a 4.8… the first-ever such score. We could not be more pleased with his performance—it means he helped business people grow, and that’s what it’s all about!”

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Cory Cooley

Cory Cooley

“Our company knows how to use Outlook; Sales Coach Chuck knows how to maximize it! After a short training session with Chuck, we were able to efficiently use all of the Outlook systems to automated our communication techniques and keep our clients (and ourselves) on the right track.”

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Client: Corey Spicer

Corey Spicer

“Chuck Bauer is a phenomenal sales coach and an asset to any company that hires him. I have been a student of sales for 10 years and have listened to and read hundreds of hours of Brian Tracey, Zig Ziglar, and many others. What you find is a lot of the times is the info is repackaged and regurgitated. That’s not what you will find when you attend a Chuck Bauer sales workshop. He has a fresh and fun approach to not only sales but personal growth and development teachings as well. He has given me pages upon pages of notes, and sales strategies that are priceless. I was working at my company awhile before Chuck Bauer was hired. I watched as he increased the sales for the company dramatically over just a couple of trainings. I definitely recommend Chuck Bauer to any sales organization or company wanting to increase its sales revenue.”

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Cheryl Sutter

Cheryl Sutter

“SalesMastery has already proven successful with our sales professionals. They focus their time and efforts on revenue-producing activities and create a more meaningful client experience while using practical tools to measure their success. That is why we’ve hired Chuck to coach our entire retail investment team for the next 12 months on SalesMastery.“

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Michele Odems

Michele Odems

“We’ve been using many of Chuck’s methods for success over the past 10 years and are excited that he is sharing those methods in his new book, Sales Mastery. Implementing Chuck’s concepts from Sales Mastery can have a significant impact on your success right now!”

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Chris Logue

Chris L. Logue

“Sales Mastery, with all of Chuck’s wisdom, is the ultimate sales resource: a set of everyday tools that everyone should use if they want to succeed in a sales career (or any career!) It is also the ultimate life resource because, whether we realize it or not, we are always selling ourselves: at home, at work, with friends, absolutely everywhere all the time.”

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Client: Dr. Nido Qubein

Dr. Nido Qubein

“Close the deal with power and results using the SalesMastery proven techniques by Sales Coach Chuck Bauer. By mastering SalesMastery, you can achieve greater height in your business.”

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Randy Baxter

Randy Baxter

“SalesMastery is designed to increase your sales revenue. I should know—the past 18 months in Chuck’s coaching program have yielded this type of result!”

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Client: Dallas Cooley

Dallas Cooley

“Millions sold—profit margins have more than doubled! These blessings were in the form of applying wisdom shared from SalesMastery.”

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Josh Sutton

Josh Sutton

“After attending some of your workshops, I decided to use some of your out-of-the-box sales tactics. The first tactic I used resulted in a phone call from a very affluent Director/Relater personality style. The second tactic I used on that same client resulted in closing a $56,000 job. I feel that I am so much further ahead of my competitors by IMPLEMENTING your strategies.”

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Client: Bill Huang

Bill Huang

“After procrastinating for over a year, I finally booked Coach Chuck Bauer for a one-day tune up. He helped me accomplish more in one day than all the books and seminars I have used in the last 13 years as an insurance professional. I do not even want to imagine all the sales I missed before I started coaching with Chuck. After my training session, I now have confidence going into next year. I know that I have the structure and marketing tools that will double my productivity and sales. Beyond that, I just booked Chuck for my second tune up!

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Cheryl Sutter

Cheryl Sutter

“American National Bank & L.P.L. are proud to recognize Jennifer George-Smith as a TOP 3 Financial Advisor with a 42% growth rate from the previous year. Through completion of Chuck Bauer’s Professional Coaching and SalesMastery programs, she acquired the focus & tools for the efficiency necessary to increase her sales. Congratulations, Jennifer!”

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Wayne Canter

Wayne Canter

“In today’s competitive world you better stand out. I’ve studied David Sandler and I can tell you that Chuck Bauer takes sales training to a whole new level! From his Marketing Yourself Shamelessly tips, to his use of social media, to his Situational Selling techniques and everything in between, Chuck’s sales techniques for today’s world. I hope my competition continues to use anyone else besides Chuck!”

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Tori Lucas

Tori Lucas

“Using Sales Coach Chuck’s pink slip tactic proved invaluable. I arrived at a confirmed meeting only to find no one there and the office locked. I returned to my office, filled out an 8.5 x 11 pink slip, then drove back and taped it on their front door. The next day they acknowledged the note, apologized and rescheduled the meeting. That meeting resulted in a $300,000 sale!“

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Client: Ray Croff

Ray Croff

“Before I began Chuck’s Professional Sales Coaching program, only 67% of my clients showed up for their appointments. Since then, the rate has shot up to 89% in just three months, bringing me about 144 more clients annually. I owe such fabulous progress—unheard of in my field—to the system I have in place because of your coaching program!”

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Client: Ray Croff

Ray Croff

“I get paid weekly and I am attaching my pay for the last 3 weeks. A total of $36,664. I also expect to be paid next Tuesday about $8000. This will bring my month to almost $45,000. I was averaging $15,000 a month last year. I want you to have proof positive that your system works and you get the job done and I freaking appreciate it.”

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Rik Akey

Rik Akey

“On behalf of the Northwestern Mutual Corporate Office, I had the opportunity to attend Chuck Bauer’s Situational Selling seminar live. This half-day course takes you well past the academics of how to identify a client’s personality style. As valuable as that knowledge alone may be, he takes it to the next level with specific guidance on how to use that knowledge to simply and quickly move the client and financial representatives to action and a win-win scenario. These are powerful techniques that really work.”

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Lacy Arteaga

“Chuck has helped us take our family-owned company to the next level. We are now an industry leader in marketing, corporate structure, and operating policies. Receiving outside evaluation and strategies from someone with his expertise has been a huge factor in our company’s growth. He is a mentor—someone I can come to with any business situation or challenge.”

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Bobby James

Bobby G James

“Between my family and my career schedule, time for any personal skills or business development was limited or non-existent. Engaging Sales Coach Chuck Bauer was instrumental in identifying false activity. His insight and coaching gave me direction and improved my ability to lead my business/management team. Establishing production targets and systems to track those targets improved the staff’s input and overall performance. He taught me how to control my schedule instead of being controlled by it. Chuck’s experience, precise recommendations, and positive accountability can help you increase your revenue production!”

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Client: Counte Cooley

Counte Cooley

“Sales Coach Chuck Bauer has brought great changes to our company! His knowledge and systems re-energized our sales department and refocused our sales staff. The TOMA System works superbly for our company. For those who want to revolutionize their sales, I recommend the Sales Professional MasterMIND Group and Professional Sales Coaching! You’ll increase knowledge, productivity, and revenue!”

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Joe Munoz

Joe Munoz

“In addition to being a gifted motivational speaker, Chuck Bauer has the rare ability to understand any industry. Chuck quickly learned the specifics of our business, and then, based on our needs, created a program that turned our inside customer service group into a Lean, Mean Professional Sales Force. Their improved confidence in closing skills has increased their closing rate on new and existing businesses. Their control of their time has increased efficiency and productivity. Chuck’s no-nonsense approach and great sense of humor will keep your people engaged in the process—turning the usual nay-sayers into willing participants. Chuck’s the man—call him TODAY!”

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Craig Cheeseman

Craig Cheeseman

“Next year will be the biggest year ever in earnings. With the systems developed and put in place during the first six months of coaching, we should, going forward, easily average $35,000 per month in earnings. Coach Chuck’s systems and recommendations were instrumental in achieving this success!”

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Client: Dallas Cooley

Dallas Cooley

“After coaching with Chuck for over one year, I felt comfortable enough to refer him to our other family business interests here in Northern Georgia. Those businesses and their personnel have significantly benefitted from his expertise and fresh approach to business ownership and sales. To this day we continue to benefit by using Coach Chuck and his services.”

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