Accountants & Financial Professionals Testimonials

“How do you feel your 13 scheduling systems and to-do lists are working for you?” This was one of the first observations/questions asked when Melissa Gratias spent 4 hours in my office evaluating the current way I managed my daily tasks and activities. Enlisting her services was easily the smartest thing I did in 2016, and it continues to pay significant dividends. She simplified/streamlined my daily task management, which has resulted in better client service and more closed business. I cannot recommend her consulting service enough.

Bob McWilliams

26 in my inbox —- prefer less than 10….I am a changed man!

Chief Financial Officer

I just finished tax season, and wanted to let you know how much you helped me. I just received about three to four emails for post tax season work. It was so easy to add them to my task list with a due date and reminder. No need to worry that I’ve forgotten something. It’s all there. I did that throughout tax season. Thank you.

John Vandaveer, Partner

I have always considered myself an organized person. However, I was not organized in an effective and efficient manner. Now, my Inbox is nearly empty at any given point during the day. I have really benefited from Melissa’s assistance and training on utilizing the Tasks function in Outlook. Making changes to my paper filing system has also improved my efficiency.  I have never been so organized and efficient in my 20 year plus career.


Melissa Gratias is the office-mate we all need. ​Melissa had me change the way I was thinking about tasks, and streamlined the roughly 400 processes/softwares I had to keep up with deadlines, projects, etc. However, she also did a review of my big picture at work to make better use of my staff. We worked on the proper means of collaboration and delegation. My staff is more empowered, and I don’t have as much work on my desk. I cannot recommend her enough.

Melanie O., Director of Taxation

I wanted to thank you for sitting with me and to let you know that the next day I took the plunge and deleted over 3K emails. I now have less than 2K in my inbox and they are all related to the last 5 months.  I am working on them also.

Financial Analyst

I’m so glad I got the chance to work with you – it has been a huge benefit to my organization at work and has even inspired some reorganization at home. I am fully using the task feature in Outlook now as my sole task system. It’s working great and I can definitely see productivity increases.

Operational Analyst

Melissa Gratias has worked with me, my partner, and our staff over the past 6 months. She has done an outstanding job of guiding us to have a far more organized office and system of work flow. I could make no higher recommendation of anyone than I make of Dr. Gratias. She will cost those working with her nothing compared to the money she will save them.

Financial Planner