Coaching Solutions for partners & managers in National CPA firms to improve communication, leadership and productivity.
Consulting services for national CPA Firms - improve leadership & profitability

Coaching & Mentoring Programs

Steve Erickson is a nationally recognized consultant specializing in resolving the partner and people issues that limit the success of professional service firms. Steve’s hands-on and results-oriented approach helps firms to identify, establish and achieve their goals.

Coaching and mentoring managing partners, other partners, and firm staff members to achieve organizational goals through personal development is Steve’s passion. Through his programs, he guides the development of leadership among firm members to build strong firm profitability and long-term value.

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, visit his consulting page.


Coaching Programs:

Work/Life Success Coaching for Individuals in Public Accounting
This 6 month individual coaching program 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 and Steve 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

Please contact Steve to discuss this program for your firm.

Mentoring Programs:

Are there times you wish you had someone that you could confidentially discuss the important decisions you need to make concerning your firm with?  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. 

Upcoming Public Seminars
Availability Calendar
 

The best...

This was the best CPA training seminar I have attended in a long time. Steve gave 'real world' examples instead of just focussing on 'soft skills'. Excellent! I would recommend this seminar to all of my colleagues

Leadership Seminar Attendant

More client comments >>

Downloads

Steve's Bio (pdf)

Steve's Assessment One Sheet (pdf)

 

Steve Erickson, LLC - National Consultant to CPA Firms
Phone: (505) 331-9100 •• E-mail: steve@steveericksonllc.com •• 46 Mill Road NW,  Albuquerque, NM, 87120
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