| Coaching & Consulting
You already know what needs to change. The hard part is changing it.
Most leaders Amy works with aren't lacking information. They're carrying patterns, habits, and beliefs that have stopped serving them, and they haven't found a way through that doesn't cost them something important.
That's the work. And it starts with one conversation.
"Amy's personalized approach helped me refocus and align my goals with actionable steps. The journey has been transformative, leading to real habit changes that have positively impacted both my professional and personal life."
Dr. Jackie Meyer, CPA | President of TaxPlanIQ
Who is this for?
Some people arrive at this work after a wake-up call. Most don't. Most arrive because something quieter has been building — a growing distance between the leader they are at work and the person they want to be, a practice that runs fine on paper but costs too much personally, a team that's technically functional but not really connected.
If you're a managing partner, you've probably built more than you give yourself credit for. The question isn't whether you're capable. It's whether what you've built is still working for you.
If you're an executive or senior leader, you know how to perform under pressure. What's harder to admit is that performing and leading aren't always the same thing.
If you're a CPA or advisory professional, you may have the technical skills to serve clients at a higher level and haven't found the path from where your practice is to where you want it to go.
If you're an HR or people leader, you're often the person making the case for culture change to people who want data before they'll believe it. That's exactly what this work produces.
You don't need to be in crisis to do this work. You do need to be ready.
What working with Amy looks like?
A musician doesn't just perform. She listens to the room, adjusts in real time, and knows when to lead and when to follow.
There is no template you get fit into. Every engagement starts with understanding where you are, what patterns keep showing up, and what sustainable change actually looks like for your specific situation. Amy draws from 25 years of experience across accounting, corporate leadership, and mindfulness practice—not to hand you a plan, but to help you find the one that's already there.
The B³ Method provides the structure for what comes next. But the starting point is always the same: an honest look at where you are, without the version of it you'd present in a board meeting.
Our Offerings
One-on-One Executive Coaching
Built around your specific challenges and goals. For C-suite executives, managing partners, and senior leaders at a professional or personal inflection point.
Format: Ongoing monthly engagement.
Group Coaching Programs
For leadership teams developing together. Working in a group adds something individual coaching rarely does: the recognition that what you're carrying isn't yours alone.
Format: Structured program across multiple sessions, customized to your team.
Organizational Consulting
For organizations navigating the gap between how things are and how they need to be. Amy works with leadership teams to build practices that make culture change stick.
Format: Engagement-based, scope determined through discovery.
CAS and Advisory Practice Consulting
For accounting and finance professionals building or scaling a Client Advisory Services practice. Built on the Cherished Advisor® framework, Amy's approach to becoming the advisor clients call first, not just at year's end.
Format: One-on-one or group depending on scope.
Tell us where you are right now.
Fill out the form below, and Amy's team will follow up within two business days.
"Amy helps me visualize what I want my future work life and personal life to look like. We are working on creating a practice where I can enjoy what I do for the next 10 to 15 years, while still enjoying my personal life."
Natalie Gibson, Associate Director, Drive Time
Frequently Asked Questions
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A personalized engagement built on the B³ Method, Amy's framework for integrating professional performance with personal well-being. Sessions focus on the patterns shaping how you lead and build sustainable practices that improve both your results and your quality of work life.
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C-suite executives, managing partners, HR leaders, and accounting and finance professionals at a professional or personal inflection point.
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Amy's evidence-based approach helps accounting and finance professionals build advisory relationships where clients come to them first. Not just for compliance, but for the decisions that matter most.
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One-on-one coaching is an ongoing monthly engagement. Group programs run across multiple sessions. Organizational consulting scope is determined through discovery.
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Select group programs are CPE-eligible. Reach out to confirm for your specific engagement.