YOUR PEOPLE ARE YOUR STRATEGY.
Why firms use an outside coach
Some conversations need a place outside the firm.
Your best people are surrounded by people who need something from them: clients, partners, employees, teams and sometimes the entire firm.
What they often don’t have is a confidential place where the conversation can be entirely about them.
An outside coach creates that space. A place to think out loud, challenge assumptions, work through difficult relationships, test decisions, confront what isn’t working and turn intentions into action.
The firm benefits. But the coaching relationship stays focused on the professional.
Who I work with
Partners. Owners. Leaders. High-potential professionals.
I work with professionals at different points in their careers, but the common denominator isn’t title. It’s the responsibility they carry, the opportunity in front of them or the situation they’re trying to work through.
That can include established partners and owners, new partners, practice and service-line leaders, emerging leaders and high-potential professionals preparing for what comes next.
The work may involve becoming an effective partner, moving from producer to leader, developing business, leading a service line, working through partner relationships, developing future partners, creating capacity, succession, pricing, growing the firm or deciding what comes next in their career.
The firm benefits when the people responsible for leading it have space to think, challenge themselves, make better decisions and follow through on them.
Ways we can work together
One relationship or many. Always personal.
FIRM-SPONSORED ONE-TO-ONE COACHING
Individual coaching for partners, owners, leaders and high-potential professionals. The firm can sponsor the engagement while the coaching conversation remains confidential.
FACILITATION
Partner meetings, leadership meetings, retreats and other important conversations where the quality of the thinking matters as much as the agenda. I help create the structure, questions and space for people to have the conversations that move the work forward.
WORKSHOPS & SPEAKING
Interactive sessions and presentations designed for accounting professionals and firm leaders. Topics can include creative thinking, critical thinking, strategic thinking, empathy, feedback, decision-making, pricing, leadership, business development, coachability, AI and the changing business model of the profession.
CUSTOM ENGAGEMENTS
Sometimes the need doesn’t fit neatly into a category. We can build an approach around the people, challenge and outcome your firm is trying to address.
No generic program. No consulting playbook. The work starts with the people involved.
Individual coaching for partners, owners, leaders and high-potential professionals. The firm can sponsor the engagement while the coaching conversation remains confidential.
FACILITATION
Partner meetings, leadership meetings, retreats and other important conversations where the quality of the thinking matters as much as the agenda. I help create the structure, questions and space for people to have the conversations that move the work forward.
WORKSHOPS & SPEAKING
Interactive sessions and presentations designed for accounting professionals and firm leaders. Topics can include creative thinking, critical thinking, strategic thinking, empathy, feedback, decision-making, pricing, leadership, business development, coachability, AI and the changing business model of the profession.
CUSTOM ENGAGEMENTS
Sometimes the need doesn’t fit neatly into a category. We can build an approach around the people, challenge and outcome your firm is trying to address.
No generic program. No consulting playbook. The work starts with the people involved.
WHO ON YOUR TEAM COULD BENEFIT FROM A DIFFERENT PERSPECTIVE?
Connect
doug@thecpacoach.com
LinkedIn
The CPA Coach
Executive coaching for CPAs, partners, owners and accounting firm leaders.
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