Client Success Stories

Accounting Services

Sally Breen

In its 10 years, 3DM Publishing has published over 25 books, all with the expressed aim of teaching people to disciple others who will in turn...

Virtual Assistants

Patrick Hanley

Patrick Hanley is the president of Socius Insurance, a wholesale insurance brokerage that provides its retail brokers, carriers, and insureds...

Accounting Services

Jayson Teagle

Jayson Teagle is the Founder and CEO of Collideoscope, a boutique talent management agency that exists to architect iconic brands and to build...

Virtual Assistants

Renard Bergstrom

As president of Bergstrom Automotive, Renard and his organization are on a mission to put the fun back into buying a car with the belief that if you...

Virtual Assistants

Doug Mentzer

As president of The Mentzer Group, a full-service, independent investment advisory firm, Doug Mentzer is dedicated to informing and serving clients...

Virtual Assistants

Eric McDermott

Eric McDermott is a managing equity partner of Pacific Advisors, a financial services firm with more than 150 advisors and 2,000+ active brokers.

Virtual Assistants

Joshua McNary

As the founder and CEO of McNary Marketing and Design, Joshua and his team help businesses discover and implement the best marketing and sales...

Virtual Assistants

Ryan Spencer

Ryan Spencer, his wife, Amy, and their team strive to provide the best real estate experience through focusing relentlessly on their core values and...

Virtual Assistants

Mark Michuda

Michuda Construction has built some of Chicago's most iconic projects in health care, commercial, industrial, education, and mixed-use spaces.

Virtual Assistants

Tim Sweetman

As the Owner/Operator of a Chick-fil-A in Delaware, Tim Sweetman was dreaming bigger — and after studying more successful operators, he realized he...

Virtual Assistants

Allison Madrigal

Allison Madrigal is the founder and president of Rescue America.

Virtual Assistants

Will Parsley

Family-owned-and-operated, Carswell Distributing Company supplies dealers with consumer and commercial lawn and garden equipment and home heating...