Greg Herlean

Herlean Financial Services

gregherlean.com
You’d think having someone in your office face to face is better, but with Fully Accountable, it just gets done more quickly. I can just scan anything over and it gets done in real time. That’s a huge benefit to us.
Listen Testimonial

Managing people and expectations is the hardest part. Having to manage all the small details that have to happen for my idea to come to fruition.My name is Greg Herlean I am the owner of Herlean Financial Services. My company educates and helps people find and acquire capital for their real estate investments and businesses. I do some real estate as well, I’m the revenue generator for our company and I enjoy it.


How has adding Fully Accountable to your team helped your business?

I’m very good at putting together a plan from a high level, but I only get done because I delegate to people who execute and get things completed. Fully Accountable was able to come in and fill in some gaps where I was weak.

Getting reports and information to make better informed decisions instead of decisions based on my gut feeling or what happened that month. It makes me a better business owner. Hiring full-time staff to do some of those things costs more money and frankly, a lot of times doesn’t give you the results you’re looking for. You’d think having someone in your office face to face is better, but with Fully Accountable, it just gets done more quickly. I can just scan anything over and it gets done in real time. That’s a huge benefit to us.

Rachel and the executive team are really easy to get a hold of if I have questions. Sometimes I’ll ask at 4pm, Pacific Coast time, and surprisingly Kevin will respond even though they’re East Coast time. That’s probably the #1 reason I’m with Fully Accountable. I feel like I get more service, it’s been excellent. It made me stronger by knowing where I’m weak and where I need to focus, so I can build my business and spend my time more wisely.

Our Customer's Stories