Monthly Group Coaching Sessions:
1st Thursday @ 3:30-5:10pm ET

Monthly Individual Sessions:
30 minutes on 2nd & 4th Tuesdays between 1:00-2:30pm ET

There is no doubt that the COVID-19 pandemic has catapulted us into doing many things differently. Such is life—usually not so forceful and fast—but changes are always happening. This 6-month course has been specially designed for you to stay abreast of and adapt to a rapidly-changing and unstable and unpredictable work environment that the pandemic, economic volatility, and social unrest have negatively impacted. Your highly trained coach will help you implement necessary change to ensure you calmly lead your team through these unsettling times with ease and grace.

You will benefit from a unique combination of practical advice along with the art and science of life coaching so you can enter this next phase of your professional development in a way that matches your comfort zone and supports your integrity. You also will be gifted with the support of your peers—other like-minded CPAs who are facing the same challenges as you, albeit in somewhat different circumstances. It is not if or when change will come that defines us but rather how we deal with that change.

If you are ready, willing and able to initiate critical change—in your career or at your firm—then this is the course you've been waiting for!

* Remember best intentions and great ideas are a dime a dozen - implementation is the key.

• The course will consist of one monthly 100-minute group session which will include reports on previously assigned action items, a mini-presentation by the coach on a key topic, followed by group discussion, Q&A, and commitments to action items (No worries—never too much homework!).
• Registrants can schedule a private, individual monthly 30-minute coaching session to address and break through any obstacles that might be holding you back to making progress.
• Additionally, registrants will have full access to their coach—and each other— via unlimited e-mail correspondence in between sessions for the full 6-month period.
• You will receive a unique tandem of support that includes advice on implementing best practices and customized personal growth coaching, which work together to harness mind, body, and emotional connection that is the impetus for change.

• Managing partners
• Partners devoting time to revenue growth
• Staff members who want to contribute to revenue growth

• Month One: Understanding what internal pivots need to happen NOW—including understanding and radical acceptance of what it means to work in this new era (remote employees, training, hiring, managing, a revamped culture around accountability).
• Month Two: Address the hourglass pinch of the workforce available—streamlining efficiencies, creating centralized stations of information access, transparency around workflow and performance—allowing universal access to templates, processes, engagement letters and proposals (by industry, service area, niche)
• Month Three: Understanding what external pivots need to be taken NOW—re-evaluating your clientele in a quick and purposeful manner which will illustrate appropriate action. Advising clients how to pivot to save their business; evaluating which clients are best served elsewhere; and how to identify your ideal clients for future focus.
• Month Four: Harness your true passion and level of genuine expertise. Create a more compelling value proposition. Establish yourself as the expert and offer value-based pricing once and for all. Use your expertise by creating an enhanced professional profile and value proposition.
• Month Five: The reinvention revealed: believe in your expertise by creating an enhanced professional profile and value proposition; build the right team and empower them with a perfect, easy-to-follow niche-focused marketing plan to set it all in motion.
• Month Six: Selling the firm (and the rest) on all this newfound wisdom. Learn how to ask power questions and create power questions to educate and incite others to follow your lead without question and with a renewed sense of loyalty to you and the firm.