Client Testimonials

Kudos to Ann, Larry and First Beacon for recently completing a business assessment on CPS Heating and Cooling. I found the process of looking deeply into all areas of my business through an objective set of eyes an enlightening one. Using the SWOT analysis, you identified several areas to concentrate on that will help to focus and grow the business. The experienced group of advisors at First Beacon provided me with valuable insight and perspective from successful business owners.

Philip Baldwin, Owner

I have worked with Debra for the past several years on several different projects. Debra has helped us in several areas year after year and her role with us expands each and every year. I find Debra to be insightful and helpful with our overall marketing including our web sites. Her writing skills are exemplary and she is a very quick to pick up on your business and how to improve your message.

Mark Gallagher, President

The team guided our company through a multi-year R&D Tax Credit project that recovered significant R&D Tax Credit refunds for our company.

Kirby O'Malley, President

I appreciated the professional presentation of information that was both objective and free of self-promotion, providing a more productive presentation which in turn allowed for the business expertise of your group members to speak for themselves. We found the information and materials to be useful and applicable to our practice.

Len Petruska, CPA, MST, President

Honestly, your entire group does a terrific job including yourself. We appreciate your involvement and our relationship.

Joe Stolberg, CPA, Principal

I have found that the CPE presentations presented by First Beacon have been informative, unbiased and free of self promotion. I would recommend the CPE training to any of my colleagues. Furthermore, I’ve referred clients to a number of the First Beacon associates across their diverse areas of expertise. In all cases, I received very positive feedback.

Anthony J. Bonhomme, Jr.

As a small business owner it is often necessary to juggle many hats. For that reason, when I find someone I respect, trust and like to help me juggle one of my hats, I consider it a great day because it is so rare. Debra is such a person.

Even better, as a small business owner herself, she instantly understood everything I threw at her and could make recommendations I could trust. With Debra there is no curtain to pull back, no wasted time you’ll be billed for. She is the real deal and I can’t recommend her enough.

Susan Soble

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