George Charne

George Charne 150 150 thinkdm2

“I had a positive experience brainstorming with fellow CPAs regarding topics of concern to our clients along with the added perspective that Balance Point offered. The fact that you have a prepared agenda with questions to discuss made conversation easy. I would encourage participation.” George Charne – Senior Manager, Sax LLP (on his experience with…

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Jim Lawrence

Jim Lawrence 150 150 thinkdm2

“The topics discussed with the Balance Point team and my colleagues were timely and relevant. I always walked away with something that I could bring back to my office and share with my partners and our firm.” Jim Lawrence – Partner, Traphagen Financial (on his experience with Balance Point’s CPA Advisory Board)

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Karen Donaway

Karen Donaway 150 150 thinkdm2

“It was a total success! The format was perfect – your team was super knowledgeable and engaging. Thank you so much for putting this together so quickly – I really appreciate it.” Karen Donaway – Marketing Director, SKC (on her experience with a co-branded webinar)

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