Steve Perry, EA

Steve Perry, EA

Accountant

678-717-9818

I am a husband, father and grandfather. I am an Eagle Scout with a double legacy. I am a veteran. I love the outdoors and woodworking. I have been in 42 states. I am great at explaing complicated subjects. I am a great listener with broad shoulders.

Member

Members I've Invited

Bridgette Ochoa

Bridgette Ochoa

Megan Knox

Megan Knox

Sponsorship

Books, Taxes and More, LLC

Books, Taxes and More, LLC

678-717-9818

5114 Carole Place
Stone Mountain, GA 30087

Website

My best client recognizes the need for help. They open their books and work with me to solve their problem. They listen to my advice and make informed decisions. My clients want to have obstacles gone. They want clear communication and offer the same.

Company

How to Build a Referral Marketing Plan 06/20/2022
InfoMinute Seminar 06/20/2022
Best Client Workshop 05/16/2022
How to Benefit from an Association 02/21/2022
Orientation Essentials 02/21/2022
How to Build a Referral Marketing Plan 01/17/2022
InfoMinute Seminar 07/19/2021
GateOpener Workshop 07/19/2021
InfoMinute Seminar 06/21/2021
Best Client Workshop 06/21/2021
Orientation Essentials 05/17/2021
InfoMinute Seminar 05/17/2021
7-Minute Presentation Workshop 05/17/2021
Filling the Filing Cabinet Workshop 12/21/2020
Orientation Essentials 05/18/2020
7-Minute Presentation Workshop 05/18/2020
InfoMinute Seminar 05/18/2020

Development

Emory Team

Introduced by:

Tanya Osensky

Tanya Osensky

Joined on 03/05/2020

Leadership

MembershipCoOrdinator 12/07/2020
MentorCoOrdinator 10/04/2021
100% Club 03/23/2022

Team

I use a spreadsheet. Like 7-minute scheduling calendar conflict are more of a challenge than who.

Referral Trigger Response