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
For me, it’s just more of a peace of mind. I trust the team from Fully Accountable inherently and that’s just been a...
It’s great to have an outside team that feels like it’s part of our team.
Having someone who knows what we’re going through and works with companies like ours has been...
I most appreciate the fact that I have a great reduction in my overall anxiety about how my business...
What has made me the happiest when working with Fully Accountable is feeling like we’re very supported...
Business Marketing Engine
The culture part is the most surprising to me… That’s what we aim for on our team. It’s been a consistent...
California Beach Co.
Working with Fully Accountable is a great experience because I feel that their team really is part of our...
Creative Quality Time
The major thing I’ve been able to achieve since signing on with Fully Accountable is peace of mind. I don’t...
Fully Accountable has allowed us to focus on growing the business and not worry about getting tripped...
We’ve grown to trust Fully Accountable more and more with our wallet, and that’s allowing us to start...
Fully Accountable goes way above and beyond. They have our best interest in mind. There’s no...
Herlean Financial Services
You’d think having someone in your office face to face is better, but with Fully Accountable, it just...
Build Grow Scale
The worst thing is not knowing the data for your business. Not being able to forecast, track, and...
What if growth is actually doing more damage? You don't know that unless you have a pulse on your...
CEO, Real Estate Worldwide
I can see it in real time—this is what’s happening in my business right now.