Customized CPE Training

Invest In Your Most Important Assets, Your People

Your Team Deserves More
Than Boring, Off-The-Shelf Training

Finding training solutions shouldn’t be a hassle or an unbearable expense.
Be your firm’s hero with custom training programs that  save time and money.

Customized CPE Programs

How can we be of service? 

Leadership Courses

From personal effectiveness to managing employees, topics perfect for every level   

Firm Retreats

Interactive & engaging programs to benefit everyone

Partner Meetings

Set the trajectory for your firm and create a cohesive tone at the top

What People Are Saying

“No matter what we are trying to accomplish she always sets me up for success and I leave every session feeling better. Erin keeps me focused and on track by offering all of her support and helping set measurable and reasonable goals.”



“Erin’s coaching makes a big difference in my life! Erin has helped me move past the grips of perfectionism and procrastination to urgently accomplish my goals while becoming someone I want to be. If you are on the fence, just do it. It will be worth it.”



How It  Works


Schedule Your Strategy Call

30 minutes to understand your needs, challenges and objectives.


Pick Your Training Topics

We make recommendations based on your desired outcomes, existing program offerings, and your team’s unique challenges.  


Schedule the Training Session

Once your date is reserved, we work together to customize the training content to meet your needs.


Participate in a culture of excellence.

We provide customized, engaging training programs for your team.  They get results (and CPE)…you get the credit.

CPE Training Articles

Work Smarter, Not Harder using LOOM

Let me just start by saying this is not a sponsored post, I’m just going to share a tool that I use in my own business (and LOVE)  out of the kindness of my heart and a commitment to helping you work smarter, not harder ☺.   If you haven’t heard of...

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Making the Most of Your Busy Season “Post-Mortem”

Busy season is most famous as a time when we, as CPAs, put our heads down and work crazy hours.  It’s the time of the year that we most hope to “get through” so that we can enjoy the rest of the year with more flexibility.  Busy season is also the time of...

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Easy Ways to Show LOVE to your Clients

How do you show love to your clients? Many CPAs I talk to have a desire to show more appreciation and service to their clients, but they aren’t sure how, or they’re concerned that they don’t have enough time. Making your clients feel special is the first step to...

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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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