Coaching

Transform Your Career

Enabling High-Performance Leadership through Strategic Alignment and Optimization

Coaching

Oxford Dictionary defines coaching as “the process of training someone to play a sport, to do a job better, or to improve a skill.” This is where we can step in to help. Well, with the exception of sports. We will leave that to the experts. Coaching differs from ADVISORY and CONSULTING.

Whereas our advising and consulting are focused more on your business, our coaching emphasizes you as a business professional. We as your coach help draw higher-levels of performance from you.

Advisor, coach, and consultant are often used interchangeably, especially advisor and consultant. It’s important to recognize and effectively engage the right services for your business needs. Assessing for your business is the first step. Don’t worry. We help you.

Through our advisory services as active strategists, we help you leverage resources including technology to align company goals, processes, and business units. Through a collaborative approach, we as advisors assist clients with process improvements and accountability.

Our consulting involves identifying recommendations, referrals, or smart solutions to complex problems. Our business acumen breadth and depth allows us to help you with specific areas. We also have an expansive network of business colleagues.

It’s a challenging and competitive modern world, where only the best succeed and building a successful business is very often a long-term commitment. Through multidimensional experiences, we can help.

We have decades of business experience. From business operations to financial reporting and forecasting to technology, we have a unique lens.

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Executive Coaching

Executive Coaching

What is an executive coach? Simply, it’s an experienced and qualified professional. We work with our clients to gain self-awareness, clarify and create development goals and objectives, unlock their potential, and serve as a sounding board.

We have executive level experience from our C-suite roles. Our coaching emphasizes you as a business professional. We as your coach help draw higher-levels of performance from you. Through active listening, you do most of the talking. Our role is to ask great questions to help extract what’s inside of you.

Who do we help? Do you need to be a current executive? We help business professionals whether business owners, upper-level managers, or high potential employees with 5+ years business experience. Our goal is to help you with either your current leadership role or help develop you as you ascend into progressive management roles.

It’s a challenging and competitive modern world, where only the best succeed and building a successful business is very often a long-term commitment. Through multidimensional experiences, we can help.

We have decades of business experience. From business operations to financial reporting and forecasting to technology, we have a unique lens.

Financial Coaching

Financial Coaching

We are well versed in financials. Your finance team knows your business and financials. We help by coaching your team to the next level. Perhaps you have an individual that aspires to move from controller (historical mindset) to CFO (strategic). Maybe you recognize the need for them to provide value-added services. Your business is growing. You see a need for expanded financial skills. We can help foster with your current team.

From historical financial reporting and audit compliance to financial projections anticipating the future, we have decades of experience. We know the importance of the accounting and finance functions. We have developed many financial professionals.

Our team holds Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA) credentials.

What ARE CPA and CGMA?

CPA = Gold Standard

A CPA license is the accounting profession’s highest standard of competence, a symbol of achievement and assurance of quality. The CPA license has a long reputation as the gold standard for accounting and finance roles in the United States. Need way say more?

CGMA = Leadership + Technical + Business + People Skills / Finance + Operations + Strategy + Management

CGMA was established in 2012 by the AICPA and CIMA to recognize a unique group of management accountants who have reached the highest benchmark of quality and competence. The CGMA designation is built on extensive global research to maintain the highest relevance with employers and develop the competencies most in demand. CGMA designation holders qualify through rigorous education, exam and experience requirements.

It is an achievement that demonstrates our competency in management accounting skills and our expertise in developing strategy that connects all aspects of business.

Active in Financial Executives International and the Indiana CPA Society, we are up-to-date on business and have built a deep network of colleagues. We are also members of American Institute of CPAs and Healthcare Financial Management Association.

It’s a challenging and competitive modern world, where only the best succeed and building a successful business is very often a long-term commitment. Through multidimensional experiences, we can help.

We have decades of business experience. From business operations to financial reporting and forecasting to technology, we have a unique lens.

Leadership Coaching

Leadership Coaching

Leadership exists in many forms. A leader can have positional authority. However, positional authority does not necessarily equate to leadership. Leadership transcends position. One must know when to lead and when to follow. A direct report or team member can and will weave in and out of lead and follow modes.

Great leaders know how to build collaborative teams. Leadership necessitates trust, building relationships, and empowering members to own the process and desired outcomes. Great leaders create synergy and foster engagement while harnessing the energy and talents of members. They know how to lead meetings effectively and efficiently while maintaining a good balance of process and desired outcomes.

Great leaders recognize behavior and preferred communication patterns. They also ethically support their team. This necessitates responsibility and mutual respect. They commit to the growth of people. They learn how to establish direction, align people, and motivate and inspire.

Great leaders invest in their organization’s most important asset: People. Successful organizations improve results through talent management. Great leaders serve as coaches and mentors. They show a vested interest in and develop direct reports (i.e., one-on-one sessions).

It’s a challenging and competitive modern world, where only the best succeed and building a successful business is very often a long-term commitment. Through multidimensional experiences, we can help.

We have decades of business experience. From business operations to financial reporting and forecasting to technology, we have a unique lens.

 

Management Coaching

Management Coaching

Take your management team to the next level. Through our experience and coaching, we can help unlock their full potential. Take them from good to great. Gain a competitive advantage!

What is a management coach? Simply, it’s an experienced and qualified professional. We work with our clients to gain self-awareness, clarify and create development goals and objectives, unlock their potential, and serve as a sounding board.

We have senior management experience from our C-suite roles. Our coaching emphasizes you as a business professional. We as your coach help draw higher-levels of performance from you. Through active listening, you do most of the talking. Our role is to ask great questions to help extract what’s inside of you.

Who do we help? Do you need to be a current executive? We help business professionals whether business owners, upper-level managers, or high potential employees with 5+ years business experience. Our goal is to help you with either your current leadership role or help develop you ascending into progressive management roles.

Your team has the experience. We help unlock their hidden talent. From our experiences including CFO, executive committees of nonprofit organizations, and president of Financial Executives International-Fort Wayne Chapter, we are happy to coach your team. We want to help your organization improve. Our team asks great questions. Your team does most of the talking. We actively listen and help them see what they already know.

It’s a challenging and competitive modern world, where only the best succeed and building a successful business is very often a long-term commitment. Through multidimensional experiences, we can help.

We have decades of business experience. From business operations to financial reporting and forecasting to technology, we have a unique lens.