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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Meet Rita Keller