Now accepting new clients
Practice Management “À La Carte” Services
Most firm owners face similar challenges: pricing, staffing, workflow, technology, succession planning, and profitability.
Explore the areas below to find the support that’s right for your practice, or visit the coaching page to learn more about my mentor-driven approach.
How I Typically Work With Clients
Targeted Practice Management Coaching
Is there a specific aspect of your practice you would like to improve?
Our Targeted Practice Management Coaching programs focus on the challenges accounting firm owners face every day. Rather than taking a broad approach, each program concentrates on a specific area of practice management, allowing you to develop practical skills, implement meaningful changes, and achieve measurable results in the areas that matter most to your firm.
Continue scrolling to see the 8 key areas I help you improve.
Other Services
We also provide support with hiring, firm retreats, strategic planning, and other practice management initiatives.
These services help firm owners tackle important priorities, bring teams together, and create meaningful progress toward their long-term goals.
Targeted Practice Management Coaching
- Attracting and Retaining Your Ideal Clients
- Pricing Your Services for Profitability
- Measuring and Increasing Team Productivity
- Time Management: Making the Most of Every Minute, Every Day
- Hiring the Right Team for You
- Data-Driven Decision Making & Practice Profitability
- Growth Mindset and Resilience
- Buying, Selling, and Transitioning Your Practice
Attracting and Retaining Your Ideal Clients
At one time or another, most firm owners have worked with clients who are difficult to deal with. Some pay late, some constantly push back on fees, and others simply do not respect your time. Over time, these types of clients make your firm harder to manage and less profitable.
I help you identify who your ideal clients are, how to attract more of them, and how to retain them so your practice becomes easier to run and more aligned with how you want your firm to operate. This includes refining your positioning, improving client selection, and building a client base that supports both your profitability and your day-to-day experience.
Pricing Your Services for Profitability
Many firm owners have experienced being extremely busy while still feeling that the profits do not reflect the effort being put in. Files get done, clients are served, but the profit is not where it should be. This often comes down to pricing.
I help you structure your pricing so your work is properly valued, your margins improve, and your firm generates consistent, predictable profit. Pricing is one of the fastest ways to improve results when it is done correctly.
Measuring and Increasing Team Productivity
It is common to feel that your team is busy all day, yet the output does not seem to match the time being spent. Without clear measurement, it is difficult to know where the issue really is. Before improving time management or efficiency, you need to understand how time is actually being spent inside your firm.
I help you measure team productivity in a meaningful way so you can clearly see where time is being used effectively and where it is being lost. From there, we work on improving productivity across your team so output increases without simply increasing workload.
Time Management: Making the Most of Every Minute, Every Day
Many firm owners feel like there are never enough hours in the day. Even when the team is in place, the workload keeps expanding and it becomes difficult to step back from daily operations. Once you understand how time is being used, the next step is improving how it is managed, both for you and your team.
I help you structure your time, reduce inefficiencies, and focus on the work that actually moves your firm forward. This is often where firm owners start to regain control of their schedule.
Hiring the Right Team for You
At some point, most firm owners realize that not all team members contribute in the same way. Some require constant supervision, while others naturally move things forward. It is also frustrating to invest time training someone, only to see them leave shortly after. If productivity issues persist, the problem is often not the process but the team itself.
I help you attract, select, and develop the right people for your firm so you build a team that is capable, engaged, and aligned with your goals. This includes hiring decisions, role clarity, and creating an environment where your team can perform at a high level.
Data-Driven Decision Making & Practice Profitability
As a firm grows, it becomes harder to rely on instinct alone. Decisions about pricing, staffing, and operations become more complex, and guessing can lead to costly mistakes. At this stage, clarity comes from data.
I help you identify the right metrics, understand what they mean, and use them to make better decisions across your firm. This allows you to manage your practice as a business instead of reacting to day-to-day issues.
Growth Mindset and Resilience
Growing a firm is not always a straight path. There are setbacks, difficult decisions, and moments where progress feels slower than expected. How you respond to those moments has a direct impact on your long-term results.
I help you develop the mindset and resilience needed to navigate challenges so you can stay focused and continue moving forward. This is often what separates firms that grow from those that remain stuck.
Buying, Selling, and Transitioning Your Practice
At some point, many firm owners begin thinking about larger decisions. This may include acquiring another practice, bringing in partners, or preparing for an eventual exit. These decisions can have a significant impact on the future of your firm.
I help you approach them with structure and clarity so you can grow strategically and build a business that has real value when you decide to transition.
Other Practice Management Services
Hiring Support
Hiring the right person can have a significant impact on your firm’s future. Hiring the wrong person can be costly, both financially and culturally.
After discussing your firm’s needs, culture, and the qualities you are looking for in a candidate, we help you evaluate applicants with greater confidence. We can participate in interviews, ask targeted questions designed to uncover strengths, weaknesses, and fit, and provide objective feedback throughout the selection process.
Our goal is not simply to help you fill a position. It is to help you identify the candidate who is most likely to contribute to your firm’s long-term success and become a valuable member of your team.
Firm Retreat Facilitation
A successful firm is about more than processes and financial results. It is built on a shared sense of purpose, direction, and commitment from the people who make it possible.
Our facilitated firm retreats bring teams together to better understand who they are as a firm, where they want to go, and how they will get there. Through engaging discussions and interactive exercises, participants help shape a vision and strategic plan that everyone can support and take pride in.
The result is a more aligned team, a stronger culture, and a firm that is better positioned for long-term success.
Let’s Talk About Your Practice
Whether you’re looking for long-term coaching or help with a specific issue, the first step is a conversation. We can discuss your situation, identify what’s holding you back, and determine the best way to move forward.
Or, we can just chat about what’s going on in your life.