FREE LIVE WEBINAR
The 6 Shifts to Build a Profitable, Future-Ready Firm
Even if you’re overwhelmed, buried in low-value work, and unsure what to fix first.
You’re working too much, getting paid too little, and constantly stuck in the weeds.
And the worst part? You’ve built a business, but it still doesn’t feel like you’re in control of it.
This free webinar will help you break the cycle—with a REAL certified coach AND CPA who’s helped firms just like yours.
We’ll show you the 6 strategic shifts that simplify your business, give you your time back, and make your firm both profitable and future-ready.
 You’ll learn how to:
- Raise your prices with confidence
- Find better-fit clients
- Streamline your services
- Regain time and energy
- Become an owner, not just a technician
- Prepare for what’s coming next in the profession
I'm a “Work” coach—serving accountants by creating engaging coaching relationships that improve their careers, paychecks, and lives.
Here's what I bring to every coaching engagement:
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Professional Certified Coach (PCC) with over a decade of coaching experience
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CPA with nearly 30 years in and around public accounting
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Hundreds of successful coaching engagements across firm sizes and roles
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Deep focus on what matters: your goals, your experience, your transformation
Define and Build Your Ideal Practice
What “ideal” looks like is different for every firm owner—but the path to getting there shares the same foundations. Discover how to clarify what you want and actually build it.
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6 Core Skills Every Firm Owner Needs
From pricing and time management to strategic thinking and becoming the true owner—not just a technician—these are the skills that unlock freedom, profitability, and control.
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Future-Proof Your Firm  (W/o Burning Out)
The profession is changing fast—AI, talent shortages, evolving client expectations. You’ll learn how to adapt with confidence and build a practice that’s both intentional and resilient.
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