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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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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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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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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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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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 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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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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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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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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