Performance Coaching & Mentoring

Coaching and mentoring managing partners, other partners, and firm staff members to achieve organizational goals through personal development is Steve’s passion.



Steve’s custom-designed program to maximize individual performance in your CPA firm will guide the development of leadership among partners and upper management to build strong firm profitability, long-term value and overall team performance.

Steve’s Coaching & Mentoring programs are designed to help you:

  • Build your practice and become more profitable
  • Gain insight into management and leadership skills that will make you more effective
  • Discover true work/life success

“Steve has been instrumental in a number of areas with our Firm and our success as a firm can, in part, be attributed to his involvement. We’ve had Steve help with our staff survey, facilitate a number of our retreats, design and conduct our Upward Feedback and our Leadership Development programs, and act as our Executive Coach to our partners. The more Steve has gotten to know us, the more value he adds. Steve is a great consultant to our Firm and our industry. ”
Bill Kelleher
Managing Partner
Mohler, Nixon and Williams

For more detailed information on Steve’s methods and approach when working with public accounting firms on work/life success matters, look at Steve’s Award-winning consulting services.

Individual Coaching:

Work/Life Success Coaching for Individuals in Public Accounting

This 6 month individual coaching program – specially created for managing partners and executive staff – is formal, structured and designed to help you achieve your specific professional goals.

To begin the process, you will complete a comprehensive questionnaire to determine your individual goals and objectives. Steve also conducts an in-depth interview with you to determine your unique coaching plan.

What’s included:

  • telephone and email access, weekends included, subject to Steve’s schedule
  • scheduled monthly calls to determine progress, make adjustments and refine the process
  • a complementary invitation to one of Steve’s highly rated 2-day Leadership Career Development Programs

Contact Steve to talk about how this can move you forward quickly!

Executive Mentoring:

Do you need someone with whom you can confidentially discuss important decisions you need to make concerning your firm?

Maybe it’s a partner or employee issue or a client service matter.

When Steve was a managing partner there were many times he consulted with a professional mentor, so he knows how invaluable having a third-party ear to bend, can be.

Work/Life Success Mentoring for Individuals in Public Accounting

The 6 month mentoring program is designed to provide you with

What’s included:

  • telephone and email access to Steve for any career development questions or other professional matters, weekends included, subject to Steve’s schedule

Please contact Steve to discuss this program for your firm.

Mentoring Program for Public Accounting Firms

This 6 month program gives your entire firm unlimited access to Steve’s experience and expertise.

What’s included:

  • unlimited telephone and email access for any practice management, employee or client service questions

The fee for this service varies based upon the size of the firm and the number of individuals that will be using the program.  Please contact Steve to discuss this program for your firm.


To begin your customized Coaching or Mentoring program, contact Steve today.
(505) 331-9100