"Busy Season" Shouldn't Consume Your Life

. . . Year After Year

Custom coaching for successful CPAs

Excel

In Your Career

Achieve even more in your profession

Achieve

Your Goals

Develop your team and grow client accounts

Thrive

In Your Personal Life

Don't miss important

family events or milestones

Business Brainstorm

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.

Professional Applause

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

3 Easy Steps to Win
in Your Career and Your Life

Schedule an appointment to review your goals and challenges

Receive customized coaching tailored to your needs

Achieve your specific goals so you have more schedule flexibility and success

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Success in Business and in Life
IS Possible

You’ve worked hard to become a leader in your firm.

Don’t let staffing issues, organizational changes, and a stressful busy season

keep you from important long-term decisions, dreams, and family moments.