For CPA Firm PartnersCanada & US

Business & Executive Coaching for CPA Firm Partners

You built a firm clients could rely on. Now everyone relies on you.

For managing and equity partners of small-to-mid-sized CPA firms in Canada and the US. Virtual everywhere; in person in Greater Vancouver and the Fraser Valley.

Book a Complimentary 30-Minute Practice Growth Session

Where partners get stuck

What partners bring to me

The firm runs through you

Client relationships, reviews and decisions all route to your desk. The team is capable, but the firm still waits on you.

Busy-season capacity and burnout

Every year the crunch gets harder to absorb, for you and for your people. Capacity is a leadership problem, not just a staffing one.

Succession and partner transition

Bringing in new partners, planning your own exit, or handing over client relationships without losing them.

Pricing, profitability and client mix

Fees that haven't kept pace with the work, clients who cost more than they pay, and margins that are hard to see clearly.

Moving from compliance work to advisory

You know advisory is where the value is. Making the shift means changing how the firm sells, staffs and spends its time.

Background

Why work with me

More than two decades inside large firmsEY Global, BDO Canada and JPMorgan. I understand how firms work from the inside.
Focal Point certified business coachCoaching built on Brian Tracy's business frameworks for strategy, leadership and accountability.
MBA and PMPFormal training in business strategy and in running complex projects to completion.
Speaker to BC CPA practitionersI speak to CPA practitioners in BC on the business and leadership side of running a firm.

Ways to work together

How we work together

1:1 Business Coaching

Private coaching for the partner the firm runs through, focused on capacity, people, pricing and structure.

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Executive Coaching for New & Incoming Partners

Support for partners stepping into firm leadership, ownership and client responsibility.

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The Boardroom Peer Advisory Group

A curated peer group of established owners for accountability, perspective and momentum.

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Leadership Assessments

DISC and TriMetrix EQ with a personal debrief, for you or your partner group.

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FAQs

Common questions

No, and I'm not one. Your technical expertise isn't the problem. I coach the business and leadership side: capacity, people, pricing and succession, informed by more than two decades inside EY and BDO.

Both. I coach virtually across Canada and the US, and in person in Langley, Greater Vancouver and the Fraser Valley.

Every engagement is shaped around the firm and the situation. We begin with discovery and a focused plan, then move into structured working sessions to implement. Depth, cadence, and focus are calibrated to your priorities — never to a template.

Business coaching is tailored to your company's size, revenue, and growth goals. Our programs range from $650/month for assessments or small-business group masterminds to $4,000 for private, intensive 1-on-1 executive coaching. On an initial discovery call we map out your goals and choose the exact package that fits your budget and scaling needs.

Software and consultants change your systems; coaching changes how you lead the firm and make decisions, so the changes stick.

Ready to build a firm that doesn't depend on you?

Book a Complimentary 30-Minute Practice Growth Session