Craig Banning

“The achievements of our FIN365 project were largely attributable to Dan’s commitment, passion, and unwavering focus on operational efficiency. I confidently recommend Dan Lacey from The Capacity Coach to any financial planning or accounting firm seeking to implement a CRM solution and improve client service costs.

Dan demonstrated an exceptional understanding of the unique challenges inherent to financial planning and accounting practices. His proficiency in integrating technology resulted in streamlined processes and tangible enhancements in both client service and operational performance. Dan’s proactive approach and industry insight proved invaluable throughout our organisational transformation.”

Craig Banning - CEO Navwealth