Coaching and Mentoring for CPAs: Building a Culture of Growth and Leadership (Practice Management for US-Based CPAs) - Softcover

Borschowa, Jeff

Softcover

ISBN 13: 9798308807544

Publisher: Independently published, 2025

Synopsis

Coaching and Mentoring for CPAs: Building a Culture of Growth and Leadership – Workbook Edition

🚀 Transform Your CPA Firm with Effective Coaching & Mentoring Strategies!

The accounting profession is evolving rapidly, and firms that invest in their people gain a lasting competitive edge. Coaching and Mentoring for CPAs: Building a Culture of Growth and Leadership is a practical workbook designed to complement the CPE course of the same name—helping finance leaders, CPA firm partners, and professionals at all levels implement structured coaching and mentoring programs that drive real results.

⚠️ Important Note: This workbook does NOT provide CPE credits and is intended as a supplementary resource to reinforce concepts from the CPE course.

Who This Workbook is For:

✔️ CPA firm partners, senior associates, and corporate finance leaders looking to develop high-performing teams.
✔️ HR and Learning & Development professionals in accounting firms seeking structured coaching frameworks.
✔️ Finance professionals at any level who want to enhance leadership, mentorship, and career development skills.
✔️ CPE course participants who want a hands-on guide to implementing coaching strategies in their organizations.

What You’ll Learn:

✅ The Business Case for Coaching & Mentoring – Why investing in people is key to retention, leadership development, and firm growth.
✅ Coaching vs. Mentoring – Understanding the differences and when to use each approach for maximum impact.
✅ Structured Coaching Models – Apply proven frameworks like the GROW Model, habit-based coaching, and peer-to-peer mentoring.
✅ Ethical Considerations in Coaching – Avoid bias, conflicts of interest, and other common pitfalls.
✅ AI and Digital Coaching Tools – Leverage technology to scale mentorship and improve learning outcomes.
✅ Creating a Coaching Culture – Implement coaching as an everyday habit to drive firm-wide success.

How This Workbook Helps You Take Action

Unlike traditional textbooks, this workbook provides interactive exercises, reflection prompts, and real-world case studies to help you apply what you learn directly to your firm or organization. Whether you're an experienced leader or new to coaching, this resource guides you step-by-step in building a mentorship program that retains top talent and strengthens leadership pipelines.

📖 Includes:
✔️ Goal-setting worksheets for coaching programs
✔️ Self-assessments to evaluate mentoring effectiveness
✔️ Action plans for creating a coaching culture
✔️ Real-world CPA firm case studies

Why Coaching Matters in the Accounting Profession

High turnover, regulatory complexity, and shifting client expectations have placed new demands on accounting professionals. The most successful CPA firms don’t just develop technical skills—they cultivate strong leadership, mentorship, and collaboration. This workbook equips you with the tools to foster talent, improve employee engagement, and future-proof your firm.

💡 If you’re ready to move beyond theory and start building a coaching culture in your firm, this workbook is your ultimate guide!

⚠️ Reminder: This workbook is a supplementary tool and does NOT qualify for CPE credits. To earn CPE credits, please refer to the full course offering.

📥 Order your copy today and take the first step toward transforming coaching and mentoring in your CPA firm!

Edition details

• Publisher: Independently published
• Publication date: 2025
• Language: English
• ISBN 13: 9798308807544
• Binding: Paperback
• Number of pages: 148