Coaching For Leaders In Public Accounting
Helping busy partners
and principals
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