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Coaching, Courses  & Training
for Accountants

We help accountants unleash their potential.

Reaching your next level
shouldn’t be so complex.

Figuring it out on your own is hard.  Don’t be left behind.
You are capable of more.

Our Specialties

Turn Managers Into Leaders

One-on-One Leadership Coaching

Schedule a Call 


Pass the CPA Exam 

One-on-One Coaching and Online Courses

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Develop New Skills

Customized CPE Courses

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What People Are Saying

“I came to Erin with an overwhelming sense of defeat and a total lack of confidence. However, she has helped me grow into the candidate and overall person I wanted to become.”



“I have been coached by Erin for nearly a year now,
and it has been one of the most transformational
years of my life.”



Our Simple Process


Schedule a Call

A quick call to talk through your needs, challenges and goals.


We Build a Plan

Based on our call, allow us to create a plan to help you reach your potential.


Get Into Action

We partner with you to turn your plan into a reality.

New Articles

Well-Being: Your Busy Season Survival Guide

Busy season is in full swing for most accountants this time of year, and if you’re one of the lucky ones who isn’t working crazy hours to meet deadlines, this will be helpful information for you, nevertheless. One of the comments I hear most often this time of year is...

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Accountant vs CPA: Is There a Difference? We’re just wrapping up a busy recruiting season full of student events.  Having attended 4 meet the firms events at local universities, and just returning from the IMA’s student Leadership Conference in Charlotte, NC, I’ve been fielding...

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California CPA Requirements

Hey there, future CPA! I get a lot of questions from clients across the US about the requirements to sit for the CPA exam.  The process can be confusing and tedious, and unfortunately the requirements vary state to state. Since I’m both licensed as a CPA and based out...

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California CPA Requirements

In this 30 minute session we will: 


1. Take an inventory of what’s working and what’s not working in your career or organization. 


2. Understand your goals- either personal or organizational- and priorities over the next 12-18 months.


3. Make personal recommendations to help you gain traction and turn your goals into reality.

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