Experts are not always effective teachers. Joe is both. He is very well versed in Quicken and knows how to guide someone new through all the benefits of this really capable program. More importantly, he's a nice guy and easy to talk with. Thanks Joe!

Working with Joe brings an insane peace of mind! He has such a vast wealth of experience and knowledge and was able to weigh in on multiple different scenarios we were exploring, providing us with clarity! Even if it wasn't info we wanted to hear, he still gave it which we really appreciated. His advice is sound and reasonable and rooted in appropriate risk. We're now working on wrapping our heads around our daily finances to know how we get to our bigger financial goals. Sounds easy right? But it wasn't for us- and yet Joe broke it down so that now it actually does seem pretty simple. Joe is a numbers and financial nerd in the best way! Just what we wanted.

I have worked with Joe on an array of projects and he is passionate about what he does with an eye for details. As a CPA I can really appreciate that and enjoy working with him. Would highly recommend to anyone looking for a genuine and passionate business partner or help with understanding their financial picture.

Very knowledgeable and patient. Helped me assess the best direction for me in regards to starting my new business. Highly recommended to anyone who wants a thorough consultation for creating an entity around their business ventures.

Made a very convoluted process much, much easier. Hands off, even. Couldn't be more content in engaging Joe's services.

WOW - it's a simple word but expresses just how blown away I am by the coaching I received from Joe! I'm a newer user to Quicken, with my goals being to better track my personal expenses, savings and investments and my real estate properties. I gathered all bits of information I could find online and did an "ok" job setting up my financial life on Quicken - I would give myself a C+/B- grade. But some things just weren't working quite as I'd hoped, so I reached out to Joe. We met today, I shared my screen, and he showed me so many EASIER and BETTER ways to do what I was doing. These steps will not only make my financial snapshot more accurate, but they will save me time going forward. I can see many other ways that he can help me in the future. Thanks, Joe, for making your knowledge and talents in the financial realm available to others - I so appreciate your time and expertise!

Joe DiSantos was a great guest to have on the Wealth of Geeks podcast! His expertise and information will no doubt be invaluable to our listeners. If you want to learn the secret to early retirement, Joe is your guy!

I have found Joe to be both professional and pragmatic in dealing with clientele I have referred to him. This, at times, is not an easy task given both my Firm's taxation focus and the complex nature of many our client's financial picture. I recommend him highly and look forward to an ongoing business partnership.

The time I spent with Joe was a blessing on getting my quicken from a pc to my new birthday present a Mac Book Air. Our time flew by and he worked the minute the call started and we both were elated it all worked perfectly. I will call him again, Joe was a great help.. thanks again Rosie

Even though I had some background on Intuit softwares, I needed some specific help with Quicken and some of the "quirks" I couldn't figure out. Joe was most helpful and knowledgeable. I would recommend Joe for any and all needs or questions regarding Quicken. Mike

I found Play Louder through YouTube when searching Quicken tutorials. Joe at Play Louder is a Quicken guru and his videos are so incredibly helpful. My personal finances are a bit complex, so I reached out to Joe to schedule a one-on-one session for more hands on help. Joe was incredibly flexible with his availability and helped me out so much. Joe was informative, thought provoking, and so knowledgeable. Joe asked questions and solicited feedback so that he could make the best suggestions/tweaks to the program to meet my specific needs. I am so grateful for his YouTube tutorials and one-on-one time. If you are in need of help with Quicken or just for a sounding board on personal finances, Joe at Play Louder is definitely an incredible resource. 10/10 would recommend.

Absolutely great virtual training with Joe who not only is a Master at Quicken, but turns out to be a really nice fellow! I'm sure I will be back for some more tricks and training. Thanks Joe!!

Joe is incredibly knowledgable, and an incredible asset to any team to help with financial management and operations. He helped our company setup and run a successful financial management structure that gave us better insights into our data, such that we could make better strategic decisions for the company. This was a huge leverage point and advantage for us. I highly recommend Joe's finance services!

Joe's expertise in running a business AND financial knowledge are instrumental in my growth. Great work, Joe!

I just had Joe on my podcast Real Estate Investing for Women. He is a wealth of information and is generous in helping others reach success as investors.

We had the pleasure of having Joe on our podcast to discuss retirement planning. His views and experience was smart and insightful. We are looking forward to having him back on our show soon.

Joe has a very accomplished background and he has brought that passion and success to his fractional CFO offerings.

Joe was a great podcast guest to have! He offered some great steps to take and the conversation was very relatable!