Is Your Firm Healthy On The Inside?
 
Rita Keller, an award-winning and widely respected voice to CPA firm management, is uniquely positioned to help CPAs face rapid and significant change.

What We Do


We provide personal guidance and strategic direction to help you address your challenges and build on your strengths.  Rita’s years of hands-on experience and interaction with hundreds of firms each year gives her a unique perspective on what works and what doesn’t work in everyday life inside a CPA firm.  Once a success plan is developed, monthly coaching services provides encouragement and drives accountability.

Services are provided on a project basis and some examples are:

  • Leadership issues and firm governance
  • Unique partner and management retreats
  • Implementation of generational understanding programs
  • Generational Understanding Training Programs for Millennials (entry-level accountants)
  • Development and implementation of mentoring programs
  • Operational and administrative reviews
  • Guidance on developing a true collaborative culture to position the firm for transition to the next generation
  • Reengineering recruiting and orientation programs
  • Establishing position descriptions and performance evaluation systems
  • Development of focused client service programs
  • Active contributor to your firm advisory board
  • Individual coaching for managing partners
  • Individual coaching for future partners
  • Individual mentoring for firm administrators and HR directors
  • Hands on management training for CPA firm managers
  • Conducting team surveys and facilitating the resulting action plan
  • Facilitation of administrative retreats


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WHAT PEOPLE ARE SAYING :

"Rita's ability to bring controversial topics to the forefront and handle them with tact and diplomacy is a testimonial to her many years of experience in the CPA profession. She has achieved admiration and respect, not only from CPA leaders, but from CPA firm management consultants, as well."
- - Allan Koltin, President & CEO
PDI Global, Inc.

“Rita, you rock!”

- - Michael Caggiano, Chief Operating Officer
RAFFA, Washington DC 

Rita Keller's is one of the wisest voices advising CPA firms that want to grow their practice through their people. Rita is a consistent, knowledgeable source of insight and advice. The profession and I are very lucky to have Rita in our corner. She's a secret weapon.
- - Rebecca Ryan
Next Generation Consulting

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