"Busy Season" Shouldn't Consume Your Life
. . . Year After Year
Custom coaching for successful CPAs
In Your Career
Achieve even more in your profession
Develop your team and grow client accounts
In Your Personal Life
Don't miss important
family events or milestones
Coaching For Leaders In Public Accounting
Helping busy partners
excel at work + at home
Public accountants juggle a stressful tax season and a rigorous travel schedule, often missing out on important family events. With confidential, customized coaching, I help partners and principals meet those professional demands and still have time and energy for a family vacation.
It is Possible to Thrive as a Busy Leader
You’re faced with a career that often has you on the road and working nights and weekends. You feel run down and overwhelmed. You need a strategy for prioritizing your responsibilities at work, so you have time and energy for family, friends and hobbies.
I have coached over a hundred CPAs and firm leaders on how to move seamlessly through business transitions - from building a larger book of business and nurturing a client base to preparing their firm for new leadership as they enter a retirement transition. I’ve walked them through how to best plan for long-term industry changes and M&A integration.
"Theresa's coaching has made a profound difference in my business and personal life. She is insightful, empathetic, and helped me get focused on the actions needed to reach my goal. I am now in execution phase and could not have gotten here without Theresa's coaching." - President, Sonora, CA
"Theresa is a great example of a fantastic coach (and a great listener) with pragmatic solutions. She was extremely customer focused, diligent, and results driven. I would gladly give my highest recommendation for Theresa to any company and look forward to the opportunity to work with her again."
- VP, Orange County, CA