Carlos M. Garcia, ExceedSales -

Jackie Compton

Carlos is great to work with! I needed some help with customized workflows and automations and Carlos walked me through it step by step. His follow up emails with recordings and transcripts of the session ensured that I didn't lose the value of our meetings through being able to remember everything in my small brain. I need to tweak a workflow and was able to work my way through it by reviewing the related email. Top notch consultant. Highly recommend.

Dimpy Gulati

I highly recommend Carlos from Exceed Sales for their exceptional guidance in selecting practice management software. Carlos provided invaluable expertise for TaxDome. Carlos offered detailed demos helping me in choosing the perfect software for my business. Thanks to Carlos, our efficiency and client interactions have significantly improved. For expert advice in Tax Dome, Carlos is the go-to choice.

Drew Pells

Actionable, tangible, and effective. Carlos helped me beef up our taxdome project manager for returns, bookkeeping, onboarding, and more.

Thanks to his experience and skills, he was able to answer every question I had with multiple ideas and options. He truly is a master craftsman. Thanks Carlos!

Daniel Villasmil

Mastering the Art of Sales with
Carlos Garcia from Exceed Sales truly exceeded all expectations with his recent training session on "Exactly What to Say." Carlos equipped us with the essential tools and techniques to enhance our sales tactics
, making the learning process both incredibly enjoyable and highly engaging. His mastery of the "Exactly What to Say" principles not only sharpened our persuasive skills but also taught us the subtle art of influence effectively. Thanks to Carlos, I'm not just closing deals; I’m closing them with confidence. I highly recommend his training if you're looking to seriously improve your sales game!

Olga Hurtado

Carlos is an amazing mentor! He has helped me not only with elevating my success by changing my internal and external conversations, but also with implementing new technologies and automating most of our internal processes. He has helped me change my business outlook and improve my personal brand.

Maria Cervantes

Carlos is very knowledgeable with Tax Dome and I highly recommend him. I had a consultation with him on 1/8/2024 and helped me to optimize automatizations in the platform. He also shared very valuable tips to accelerate the process with my clients.

Marlon Wolfman

I met Carlos around 6 months ago, and have been extremely happy with all of his help and assistance since then. Carlos has been a fantastic consultant and trainer. His trainings are in-depth and hugely beneficial. They aren't superficial. You know how you can go to a training and its just the surface level, and you dont really feel like you got much out of it? Thats not Carlos. He puts time and thought into his approach. Looking forward to continuing to work with him.

Sandhya Jindal

If you are looking for a one on one personalized taxdome implementation and want to simplify your understanding of this software, I would highly recommend working with Carlos. He is the best! Our experience went from overwhelm to confidence within weeks of working with him!