Testimonials and Recommendations

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Recommendations and Testimonials

Here's what some of our clients have to say about the quality of our staff and services:

"Tracey is an expert in the field of Unclaimed Property. She helped our company get on track with the Unclaimed Property Program as well as helped file the required funds for compliance with the respective state requirements. As part of the process, she helped us recover significant funds that were exempt from escheatment. Tracey is the ultimate professional and a joy to work with. I learned a lot from her and would welcome a chance to work with her again in the future if the opportunity arises. I highly recommend Tracey if you are looking for an expert in the field of Unclaimed Property."

Un-Tian See, hired Tracey as a Business Consultant in 2009 (while Senior Director of Financial Operations for Wellcare)

“We consulted with Tracey on our UC exam problems in Alabama. She was able to resolve our issues effectively and continues to give us annual consultation on the various states we need. I enjoyed working with her and she has my highest recommendation.”

J Anthony Dees, hired Tracey as a Business Consultant in 2008 (CPA/CFO/Controller at Gulf Equipment Corporation)

“I have worked with Tracey on a few projects and have always found Tracey to be extremely organized and detailed. Every project has always exceeded the original goal and the end product always a success and completed on time.

It is a honor to work with Tracey and would highly recommend her.”

Mike Ryan, Senior Vice President, KEANE

“Tracey speaks at some of our seminars and webinars. She is always informative and entertaining and receives the highest ratings from our attendees. She is a pleasure to work with and someone we highly recommend anytime some is looking for help with their unclaimed property issues.”

Mary Schaeffer, hired Tracey as a Unclaimed Property Lecturer and Consultant (Publisher & Editorial Director at Accounts Payable Now & Tomorrow)

See more reviews of Tracey's work:

“Tracey did a great job presenting at my company's user conference last year; her session was very well attended and the comments we received from the surveys were all positive. Because of this, we have chosen to ask Tracey to present again this year. She's extremely knowledgeable on the subjects of escheatment and unclaimed property, and the added bonus is that she is a pleasure to work with. I highly recommend Tracey for speaking opportunities as well as consultant work.”

Melanie Beckett, hired Tracey as a Business Consultant in 2010 (Sr. Alliances Marketing Manager at Convey Compliance)