Transform Your Team
Developing Emerging and Experienced Business Leaders and Professionals


Strategic Business Advisory

Advising Business Owners and Executives Helping Them Achieve Organizational Excellence

ExpertiseIn the Know


Your Most Trusted Trainer

Transform Your Team

Developing Emerging and Experienced Business Leaders and Professionals


We have a lot of experience training and developing current and emerging business leaders. A lot. With over 1,000 professionals trained and counting, we take great pride in knowing business professionals are making profound impacts on their profession and community. We like to think we had a small hand in that.


We’re Here to Help

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.





Fun fact: We first trained business professionals during accounting software implementations and client software user group meetings. Over the years, we perfected our craft training professionals across the US. Current and emerging business leaders have benefited from our process. We firmly believe in professional development. Employees are an organization’s #1 asset.

Your team deserves professional development from experienced business professionals. Our extensive background with decades of business experience enhances your team, your business. We have a unique view given the breadth and depth of our experience.

Our team knows business. We know technology, financial reporting, financial forecasting, accounting, budget, and business operations to name a few. CONTACT US to learn how, and more importantly, “why.”



We love facilitating discussions. The opportunity to share ideas. We have trained and developed many current and emerging business professionals. We can present any of our business topics as seminars. We have a lot of experience facilitating sessions whether live or on-demand. Onsite or remote.

We are a proud member of the National Speakers Association. Our average speaker rating: 4.5+ on a 5.0 scale.

We present both virtual and live/onsite. Our niche is strategic business advisory, executive leadership, and financial executive. We’ve made it easy for you by including our most requested topics on our SPEAKING page.

We also speak on a number of other business topics. For upcoming presentations, check out our EVENTS and WEBINARS.



We have a knack for business. Our niche is strategic business advisory, executive leadership, and financial executive.

We offer team training as a smaller version of corporate workshops. Your team, or even individual employees, benefit from a focused approach of applying new concepts. Perhaps your finance team needs a refresher. Or, is your team looking to grow? We should partner given our growth mindset!

We know business.



Our services include virtual sessions, both live and on-demand. For a list of upcoming webinars, you will want to check out our WEBINARS page. We are always adding new content. Check back often. We love to collaborate. If there is a topic of interest that we have yet to share, let us know!

Our team has extensive experience facilitating sessions remotely. Did we mention that we are a proud member of the National Speakers Association? From state CPA societies to MBA students to our clients, we know a thing or two about virtual.

We love technology, a sweet spot for us. Our team is comfortable with the myriad of platforms available. We certainly have our platform du jour. Nonetheless, we can accommodate!