YOUR PEOPLE ARE YOUR STRATEGY

Why invest in coaching?

Because developing your people is how you build a stronger firm.

Promotion changes a title. It doesn’t automatically prepare someone for everything that comes with it.

Coaching helps firms develop stronger leaders, improve client service, drive growth, build capacity, and adapt to a changing profession.

The result isn’t just more capable professionals. It’s a more capable firm.

Why firms use an outside coach

Some conversations need a place outside the firm.

Your best people spend much of their time responding to what other people need from them: clients, partners, employees and teams.

What they often don’t have is a confidential place to work through what they need.

An outside coach creates that place. Somewhere to think out loud, test a decision, challenge an assumption or work through something they may not be able to discuss inside the firm.

The coaching belongs to the professional. The benefits come back to the firm.

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 what the firm believes they’re capable of becoming.

That may be an established partner navigating a bigger leadership role, a new partner learning what the title now requires, a practice leader building something or an emerging leader preparing for what comes next.

The work starts with the person, not the title.

What do we work on?

It depends on the person.

Becoming an effective partner • Moving from producer to leader • Business development • Partner relationships • Building a practice • Developing people • Creating capacity • Succession • Pricing • Firm growth • Career decisions

We may start with one of those, or discover that the real issue is something entirely different.

There isn’t a standard coaching agenda because there isn’t a standard person sitting across from me.

What firms say

Experience inside the profession matters.

“Doug has been such a successful coach that a dozen members of our firm have used him as a coach. His CPA perspective is unique and he knows the industry and the idiosyncrasies that need to be navigated in public accounting.”

Director-in-Charge, Top 50 Public Accounting Firm

When the firm sponsors coaching

The firm funds the engagement. The coaching belongs to the professional.

We can establish goals and expectations at the beginning of an engagement. From there, the coaching relationship belongs to the person being coached.

That separation gives the professional room to do the work while allowing the firm to invest in the outcome.

See common questions about CPA coaching and firm-sponsored engagements.

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, built around the person and the outcomes they are working toward.

FACILITATION
Partner meetings, leadership meetings, retreats and other important conversations where the quality of the thinking matters as much as the agenda. I create the structure and space for conversations that move the work forward.

WORKSHOPS & SPEAKING
Interactive sessions and presentations for accounting professionals and firm leaders, built around the challenges, opportunities and conversations that matter to your firm.

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?

REQUEST A CONVERSATION

Connect
doug@thecpacoach.com
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The CPA Coach
Executive coaching for CPAs, partners, owners and accounting firm leaders.