Stories of Our Students' Success


Greg O’Brien, CPA

By implementing the lessons of the CCA Mastermind program, Greg closed $221K in annual recurring fees & $81K in one-time tax plans in just a few short months.

David Busey

Within 2 months of receiving training, David closed 10 monthly accounting clients totaling $90k in recurring annual revenue!

Michael Rusenko, CPA, PC

The amazing story of how Michael closed over $125,000 in value bill revenue just from the The Concierge CPA's pre-work lessons that every student receives as soon as they enroll!

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

Zach Bryant

After proving himself as a critical member of his firm's leadership team, Zach still lacked what he needed to help the practice grow quickly...

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

Kendall Broda, CPA, CTC

Despite confidently founding her own practice, Kendall's confidence in the value of her services and her unsystemized procedures left her firm stagnant...

Angel Frias: One of Our Successful Clients

Angel Frias

Angel Frias was a blank slate when he was hired to lead regional sales within a highly specialized industry. Every aspect of his new job challenged him...

Tom Bowman CPA, PC

As a result of his sessions with Chuck, Tom was able to refine his sales & marketing system as well as revolutionize his entire sales process… and his life!

Juli Martin: One of Our Successful Clients

Juli Martin, CPA

Chuck Bauer's customized program for Juli Martin helped her overcome challenges, increase revenue, and allowed Juli to take more quality time off.

Nancy Brown

Nancy Brown, CPA, P.C.

After only 6 months of business training with Chuck Bauer, Nancy Brown solved her challenges and was nominated PASBA's 2014 Accounting Firm of the Year!

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