Hey there!

I am a CPA turned leadership coach, speaker & trainer.

I love accountants. They’re some of my favorite people on the planet- the brightest, hardest working and most clever people I know (…and I’m not just saying that because I am one). Most of my best friends are CPAs and I would be lost without them!

I also know that being an accountant is a tough job- because I’ve been there. I sat in that seat. It’s a career that is demanding of your time and energy, requires a high level of technical expertise…simply becoming a CPA can be grueling. On top of these technical expectations, accountants are also expected to interact with clients, lead & develop diverse teams of people, and, eventually, bring in business.

You might be thinking, “if you loved accounting so much, why did you switch careers?” GREAT QUESTION.

The truth is, the numbers side of accounting was never my thing, but I always loved the people. That’s why this is my dream job; I get to remain active in the profession, meet CPAs, aspiring CPAs and firm leaders from all over the country, and help those individuals & their companies meet their goals. All while never looking at an audit binder!

 

HERE’S MY PHILOSOPHY:

+ Being a strong leader doesn’t have to be hard, but let’s be honest… it’s not always easy.

+ Developing better leaders in the accounting profession will reduce burnout, turnover, improve client service, employee satisfaction and grow the bottom line.

+ If you set big enough goals, you won’t always know how to achieve them. We all need a coach at some point in our lives.

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Why Choose Well Balanced Accountants?

  • 1

    Deep Industry Expertise

    Every member of our team brings direct experience and knowledge of the accounting profession.

  • 2

    Integrated Approach

    We blend coaching, training, and consulting to create meaningful growth that sticks, not just short-term wins.

  • 3

    Custom Solutions That Work

    Our programs are tailored to your firm’s unique challenges, minimizing the chances of another failed initiative and maximizing the ROI of your investment.

  • 4

    Clear Measurement of Progress

    We track and report on every engagement to ensure your investment is paying off.

  • 5

    Support Beyond the Session

    We stay with you through implementation so your team has the support they need to follow through and succeed.

LEARN MORE ABOUT WORKING WITH US