What Our Clients Say
“They are extraordinary.
I mean that, I'm not using that word. That's not hyperbole. Lea is someone whose brain just can see the big picture and then she can distill the big picture down to the details and she can find the places where there's inefficiency and she can find the places to make things better. “
Hugh Blane, CEO at Claris Consulting
“Working with Lea has been an exceptional experience for our team at BSH Bookkeeping. Her unwavering dedication to excellence and her precise attention to detail stood out from our very first meeting. Lea took the time to listen to our needs and conducted thorough research, ensuring every aspect of our project was meticulously addressed. Her ability to liaise between our team and third parties was nothing short of exceptional. By the end of our collaboration, Lea had provided invaluable support that enabled us to streamline our processes significantly.
The impact of our collaboration on our business has been profound. Lea assisted us in finding a new practice management software, guiding us through an exhaustive search with demos and weekly check-ins. She consistently assessed our needs and carefully listened to our feedback, leading us to a solution that has been a complete gamechanger. This new software has revolutionized our task management and workflow, client communication, and time and billing procedures. It has also enhanced our project tracking capabilities and time management for each team member, ensuring a seamless experience for both our team and our clients.
We are extremely satisfied with the results and grateful to Lea for her outstanding work. Our business practice is now operating at a higher level, thanks to her passion and commitment to delivering results. For anyone considering working with Lea, you can rest assured that you are in expert hands. She is results-driven, professional, and fosters a collaborative and relaxed environment that encourages questions and engagement. Throughout our project, we always felt well taken care of.
Our experience with Lea was overwhelmingly positive, and we were so pleased with the results that we engaged her services for another project. Lea exceeded our expectations, transforming our business and setting us up for continued success. We highly recommend working with her!”
Bradien Hoover & Casi Smith-Tsao, BSH Bookkeeping
“Lea’s upbeat attitude, constant support, and knowledgeability made me feel like I could relax about my software setup and focus on the myriad other issues involved in opening a new business.
I am delighted by the system that Lea built with us, and happy to have had the opportunity to work with her.
I strongly urge anyone interested in starting a new case management system to consult with Lea about how to start with it or move to it, and engage her to handle all the various internal steps that need to be taken. She made that aspect of opening a new business shockingly easy.”
— Stacy Monahan Tucker, Founding Partner of Monahan Tucker Law, PC
“Checkmark Projects has been a welcome addition to the Particle team. In a short period of time, they were up to speed on all of our client programs and operating autonomously—a key for small businesses like ours. Checkmark is excellent at program management and all of the extraneous details that come along with it. Having Checkmark onboard instantly added scale to our day-to-day operations.”
Angel Evan, President at Particle, Inc
“For years, I believed I was literally the only person who could do certain tasks but I was so wrong! I wish I would have met Lea years ago. I don’t know which I find most valuable; getting so many platforms implemented finally or the amount of stress Lea has taken off of me! If you are wondering whether or not to hire Checkmark Projects, do not hesitate at all, bringing Lea in was the best thing I’ve done for my business (and myself!) all year.”
— Crystal Stevenson, Owner of Diamond Cut Insurance Group, Inc.
“I love working with people who are positive, adaptable, and collaborative - Lea Wold definitely has all I was looking for. While training my EA, she was able to quickly identify our issues and work collaboratively to get him up to speed and be productive within weeks. She also introduced many tools that he is able to use to be effective. It was fun working with Lea’s intuitive strategies - seeing how she excels at completing her projects with aplomb and efficiency.”
— Hao Lam, CEO of Best In Class Education Center
“The work that Lea at Checkmark Projects did for Sound Financial Group was invaluable. So often company leaders come up with good ideas and their already busy teams can have difficulty completing them. When that project has high stakes, we use Checkmark Projects. Lea has helped our team manage timelines to complete important regulatory projects on budget and on time.”
— Paul Adams, Founder & CEO of Sound Financial Group
“Lea Wold is the consummate ‘Task Master’. I hired Checkmark Projects to implement a CRM system, manage my website rebuild project, and implement an ongoing task management system. The results are nothing short of spectacular. I highly recommend her services, you won’t be disappointed.”
— Doug Peterson, Founder & CEO of Get Priorities Straight