Kudos and Comments

"Thank you! You have seen us through a mountain of difficulties for over eight years. Without your knowledge, guidance, perserverance, integrity and friendship, there would be no Cold Spring Tavern. That may sound overly dramatic, but it's true." 

Wayne & Joy Wilson, Owners of Cold Spring Tavern

"If I would have had Palius + O’Kelley’s GamePlan™ reports, with its financial ratios, trend analysis and key performance indicators 10–15 years ago, I would have easily doubled or tripled my net worth by now."

Founder and CEO 3 County 15 Store Restaurant Chain

"We’ve been with Palius–O’Kelley for five or six years now and have found that they bring a lot more to the party than your typical CPA. In fact, they are head and shoulders above the rest. They add value with their business insights that are anything but business as usual, and with their networking contacts. We have found that by using the key performance indicators that they set up for us that we can quickly determine what path our business is on. And of course, they are very professional and knowledgeable."

President, Manufacturing Company

"Overall, I think GamePlan™ is great. Having the material presented this way is useful to me and I think as time progresses I’ll be referring to it more & more. That and the ability to plug in more historical information it will make it even more useful. The Monthly Trend Analysis is very good. It clearly indicates our Receivables, Inventory and Payables turns. That is very clean, concise information we can easily act on that has the potential to improve our cash flow."

Founder, CEO Publishing Firm

"1) You are entrepreneural
 2) You think of my business interests
 3) You get things done right and on time.
 4) Your focus is on my profitability.
 5) You have good and sound advice."

CEO, 50 employee Insurance Brokerage

"I highly recommend the Palius–O’Kelley seminars. I have seen a full presentation myself and was extremely impressed with the amount of information and practical tips business owners could use immediately. This is not a tax seminar, but rather concentrates on improving profitability and understanding of ’the numbers’."

Bank President and CEO

"I like Palius–O’Kelley’s lively style and straightforward approach. They have a total understanding of business that goes far beyond accounting. Their seminars cover important information for business owners and managers. Palius–O’Kelley provides good advice – I really enjoy referring businesses to them because I know they’ll be well taken care of. Businesses of all stages can benefit by consulting POK – they can help businesses that need it and also take a business that’s doing well to the next level."

Senior Bank Lending Officer