1:1 Career Coaching – Strategic, Tailored Guidance

The 1:1 Career Coaching Program is designed to provide personalized guidance to professionals at all stages of their career. Whether you're just starting out, stepping into leadership, or refining your executive presence, this coaching will give you the tools to make real progress. Each package includes a Personalized Career Development Plan and Tailored Career Strategy to guide you toward your goals. You’ll receive Leadership Coaching, Session Recaps for clarity, Weekly Check-ins for continuous progress, and Career Growth Mentorship to push past obstacles and unlock your potential. You’ll also get exclusive access to the #CareerConvos™️ Library with valuable resources to further support your development.

Junior/Staff-Level (0-5 Years) – Building a Strong Foundation for Career Success

At this early stage in your career, you're building the skills and relationships that will shape your long-term growth. This coaching package is designed to give you a solid foundation to succeed in a competitive accounting field.​

​What You Get: 

• Personalized Career Development Plan: A tailored roadmap that helps you focus on immediate goals, refine your skills, and identify key growth opportunities early on.

• Mastering the Basics: Focus on developing essential technical skills, communication, and time management strategies that will allow you to thrive and advance quickly.

• Navigating Office Dynamics: Learn how to effectively manage your relationships with supervisors, peers, and direct reports, and how to communicate confidently in meetings and emails.

• Leadership Development: Prepare yourself for leadership by working on building self-confidence, assertiveness, and presence to be seen and heard at all levels.

• Session Recaps: Detailed notes that reinforce key insights from each session, outlining actionable next steps to keep you progressing.

• Weekly Check-ins: Continuous feedback and adjustment of your plan to ensure you're staying on track, developing at your own pace, and progressing toward promotion..

Senior/Manager-Level (5-10 Years) – Elevating Your Career and Preparing for Leadership

Now you're moving from a technical role into more complex management responsibilities. At this stage, the focus shifts from technical mastery to strategic thinking, team leadership, and career elevation. This coaching will help you develop your leadership style, enhance your executive presence, and ensure you're positioned for the next step in your career.

​What You Get: 

• Comprehensive Career Strategy: Build a detailed career plan based on your long-term goals, with clear milestones for promotions and leadership opportunities.

• Strategic Leadership Coaching: Learn how to balance leadership with technical expertise, manage high-performing teams, and influence key business decisions.

• Navigating Leadership Challenges: Get advice on how to handle difficult conversations, managing up, and handling team dynamics effectively.

• Advanced Technical Coaching: Dive deep into the complex technical areas you're leading, ensuring you're staying at the top of your game and prepared for bigger leadership roles.

• Session Recaps: A recap that highlights leadership strategies, actionable techniques, and practical advice tailored to help you navigate both leadership and technical challenges.

• Weekly Check-ins: Keep track of your progress, address new obstacles, and ensure that you’re building the leadership mindset necessary to advance further.

Controller/Director-Level (10+ Years) – Mastering Leadership and Strategic Influence

At this stage, you’re an established leader. This coaching will help you refine your executive leadership and strategic influence, mastering the complex dynamics of leading teams, managing business transformations, and making decisions that shape the future of your organization.

​What You Get: 

• Executive Leadership Development: Coaching focused on high-level strategy and influencing decisions across the business. Learn how to lead teams and build strategic partnerships that contribute to organizational growth.

• Strategic Decision Making: Learn how to drive change and navigate organizational politics with grace and influence, positioning yourself as a key decision-maker.

• Driving Organizational Change: Get personalized strategies on how to lead business transformations and position your teams for success during major changes.

• High-Level Career Strategy: Develop a long-term career vision that aligns with your personal and professional aspirations, and refine your career path to continue advancing in leadership roles.

• Session Recaps: Detailed notes that capture strategic insights, action plans, and next steps to keep your leadership momentum moving forward.

• Weekly Check-ins: Focused check-ins to evaluate progress, refine your strategies, and ensure you continue to lead with purpose and impact at the highest levels of your organization.

Group Coaching – Collaborative Career Growth

If you thrive in a community-focused environment, Group Coaching is where you’ll connect with like-minded professionals. It’s a space to share experiences, learn from your peers, and get clear on how to level up your career. Every month, we dive into critical topics, tailored to the challenges accountants face, so you can keep growing and learning with others who are on the same path.

What you get:

• Live Monthly Group Sessions: Focused coaching on topics like managing your manager, negotiating what you're worth, onboarding in new roles, and dealing with microaggressions.

• Peer Support & Networking: Build strong connections with fellow professionals who understand your journey.

• Actionable Career Strategies: Walk away with practical steps you can implement immediately to grow and advance.

• Post-Session Recaps: Clear summaries of each session with insights and steps for continued progress.

If You’re Ready to Own Your Career...

If you’re ready to stop waiting for opportunities and start designing the career you know you’re meant for, then you’re in the right place. #CareerConvos™️ is about taking control of your career trajectory and owning your professional success. It's time to break through the noise, build confidence, and make the moves that will elevate your career. Book your career coaching sessions now because ​ the calendar is limited and it's time to stop playing small!

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In Case You Have Questions...

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How do I know which coaching option is right for me?
Look at your career stage and where you want to go. If you’re just getting started, the Junior/Staff-Level package is your foundation. For those in management roles, or looking to step up, the Senior Accountant/Manager option will be your best fit. If you're aiming for a senior leadership role, the Senior Manager/Controller option is ideal.

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What if I’m unsure about my career goals?
This is exactly what we’ll address in coaching. Together, we’ll work through your current career stage, aspirations, and challenges, so you leave with clarity and a strategic plan to move forward.

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How does this coaching program address career transitions at each stage?
Whether you’re transitioning into leadership, considering a new role, or shifting industries, the coaching is designed to help you make a smooth transition with confidence:

• Junior/Staff-Level: If you're looking to move up the ladder, we’ll focus on developing your skills, identifying growth opportunities, and preparing for your next role.

• Senior/Manager-Level: If you’re moving from manager to senior manager or beyond, the coaching will help you manage the shift in responsibility and start thinking strategically about your career.

• Senior Manager/Executive-Level: At the executive level, the coaching will focus on leading organizational change, managing complex projects, and shaping the future of the business.

How do you tailor coaching to my unique career challenges at each level?
The coaching is highly customized based on your current position, goals, and the challenges you face:

• Junior/Staff-Level: We’ll focus on skill-building in areas like communication, time management, and technical expertise while laying out the groundwork for future career growth.

• Senior/Manager-Level: Sessions will address advanced technical questions, team management, setting strategic priorities, and executive communication.

• Senior Manager/Executive-Level: Coaching will address navigating corporate politics, building high-performing teams, and executive-level decision-making to further develop your influence and leadership.

Can I get coaching for my team or organization?
Yes, I offer tailored coaching and workshops for organizations that want to develop their accounting teams. We can work together to create a custom plan that aligns with your company’s goals and strengthens your team’s overall performance.