Why us?
Well Balanced Accountants specializes in custom leadership development and training solutions tailored for accounting firms.
Our founder, Erin Daiber, brings years of experience partnering with firms across the United States to help them strengthen their leadership pipeline, prepare for succession, and build teams that thrive.
We understand the realities of running a modern firm—burnout, talent retention, and leadership gaps are real challenges. Our solutions are designed to meet those challenges head-on, with programs that are both practical and people-centered.
Our Approach:
At Well Balanced Accountants, we believe that firm success begins with developing your people—at every level. That’s why we take a custom, collaborative approach to every engagement. Whether you need to align your partner team, support your CPA candidates, or equip your emerging leaders with the tools they need to grow, we’ll help you build the systems and skills to support that growth long-term.
Leadership Development + Training
Strong leaders don’t just appear—they’re built. We help firms develop leaders at every level, from new seniors to future partners. Our leadership training programs are tailored to your firm’s culture, goals, and people. Whether your challenge is retention, productivity, or succession planning, we provide practical tools, coaching, and ongoing support that deliver lasting results. With flexible delivery options and deep accounting industry expertise, we meet your team where they are and help them grow into the leaders your firm needs next. Let’s build your leadership pipeline, one intentional step at a time.
Succession Planning
Succession doesn’t start at retirement—it starts now. We help firms build intentional succession plans that create real options for the future. Whether you plan to sell, merge, or pass the firm on internally, our approach ensures your next generation of leaders is prepared and your firm is ready. We guide you through the foundational steps, develop a clear timeline, and support leadership development along the way. With the right systems and structure in place, transitions become smoother, value increases, and retiring partners can step away with confidence. Plan now, so your firm is ready later.
CPA Exam Prep
Supporting your CPA candidates isn’t just good for them—it’s good for your firm. Our CPA Exam Prep program helps candidates stay on track, pass faster, and avoid burnout. We focus on mindset, accountability, and strategy, providing the structure and support candidates need to succeed. Through customized coaching cohorts, clear study plans, and community connection, we help your team navigate the challenges of the exam with confidence. Whether your candidates are working remotely, in hybrid settings, or in-office, our fully virtual program builds momentum and drives results—creating stronger professionals and a more robust leadership pipeline for your firm.
Partner Retreats
When your leadership team is stuck juggling competing priorities, real progress stalls. Our Partner Retreats are designed to get your partners out of the day-to-day and aligned on what matters most. These focused, action-oriented sessions help clarify strategic direction, prioritize goals, and tackle the tough conversations that often get pushed aside. You’ll walk away with decisions made, responsibilities assigned, and momentum built. For firms that want more than a one-time event, we offer optional quarterly check-ins to ensure follow-through and lasting impact. It’s not just a retreat—it’s a catalyst for smarter strategy, stronger leadership, and a more cohesive firm.
Looking for a leadership development solution that fits your firm?
Our team works closely with you to design custom learning experiences that address your firm’s specific challenges, culture, and goals. Whether you're building a stronger pipeline, supporting new managers, or preparing future partners, we’ll help you create a plan that delivers real impact.
What you can expect when you hire us:
Deep Industry Expertise
We specialize in the accounting profession. Our experience is rooted in understanding the challenges unique to your firm. From partner dynamics to CPA exam hurdles, we’ve seen it all and know how to help.
Custom, Practical Solutions
No cookie-cutter trainings here. We tailor every program to your firm’s culture, goals, and people. Whether it’s leadership development, CPA coaching, or strategic retreats, our solutions are grounded in real firm experience and built for real impact.
Flexible, Firm-Friendly Delivery
Our programs are designed to fit into your workflow, not disrupt it. We offer remote, in-person, or hybrid formats. Your team gets the support they need without sacrificing productivity.
Support That Sticks
We don’t just drop in and leave. We stay connected through quarterly check-ins, implementation support, and progress tracking to make sure change lasts and your investment delivers a return.
Let’s Build What’s Next
Whether you’re focused on succession, engagement, or preparing your next generation of leaders, we’re ready to help. Reach out today to learn how we can support your firm’s growth, starting with your people.