Create a culture where accountants love to work.

Succession Planning | Pipeline Development | Talent Retention | Culture Integration | Pass the Exam

Have a culture that sets you apart
from the competition.

See your company run smoothly
as it grows.

Save money while retaining
more clients.

Trusted by:

5 Times Clients Call Us:

5 Reasons Accounting Forms Call Well Balanced Accountants

  • Turnover is Spiking

    You’ve lost two or more key team members in the last 6 months and need to stop the bleeding.

  • Client Demand Is Outpacing Capacity

    You have clients knocking down your door and you don’t have the capacity to take them on.

  • Losing Top Talent

    When leadership identifies one or more high value team members are a serious flight risk.

  • Trapped in Tasks

    When your title says Partner, but your job description screams manager and it’s time to get out of the weeds (embrace your leadership role).

  • Preparing for a Future Transition

    When you want to maximize the value of your practice before an internal or external transition.

The global retention problem is hurting the entire industry.

Attracting and retaining young accountants is harder than ever before—much harder.
Even though you’re pouring resources into hiring, training and keeping staff, high turnover is still impacting your firm’s growth.

You know it’s time to make some changes. But what to change? And how to change? (Hint…It’s more than raising salaries and offering flexible schedules.)

LET'S TALK

Expert guidance to go to the next level.

✓ Tailored Solutions

Choose customized leadership consulting, coaching or training and see your firm grow as your team pulls together.

✓ Targeted Solutions

Feel comfortable knowing you're investing your resources wisely with a focus on key solutions that will make the biggest impact.

✓ True Solutions

Have the high-impact strategy and support necessary to make lasting changes within your firm’s culture and systems.

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Change is possible. We’ll show you how.

Erin is a CPA who worked for years at a Big Four firm. She saw first-hand how one accountant’s departure or one ill-equipped manager can disrupt an entire team.

Now, Erin and her team provide leadership consulting, coaching and training exclusively in the accounting profession. They’ve helped dozens of bookkeepers, partners and leaders go from worrying about their firms’ futures to easily attracting, retaining and energizing top talent.

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Three steps to becoming well-balanced:

1.

Make a plan.

Together, we’ll hone in on the best way to solve the problems holding you and your firm back.

2.

Work the plan.

We put your tailored coaching and training solutions into practice while maximizing your resources.

3.

Celebrate success.

With your biggest challenges solved, you & your firm can focus on what matters most.

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There’s a better way.

We get it. You’re worried that your team is already showing all the signs of burnout. And you’re tired of hearing the complaints about the clients, the hours and the firm’s culture.

Don’t let employee turnover and discontent drain your resources. Instead, have a well-distributed workload and exceptional continuity when senior leaders retire.

Let us maximize your resources while equipping your leaders to nurture a team of dedicated, talented young accountants. Just think. How great would it be to have a place where everyone loves to work – including you?

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Join our Private Virtual Executive Forum.

It's an invite-only space for senior leaders to connect, share insights, and explore practical strategies for building stronger, more future-ready firms.

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