“A goal without a plan is just a wish.” – Antoine de Saint-Exupery

With a background as a CPA and years in professional services, I understand what it takes to run a firm where the biggest expense on the P&L is people. That’s why I focus on building accountability, structure, and systems that drive results for the past 5+ years as a Fractional Integrator.

Using the tools I have learned in my EOS journey, I help Visionaries with Strategic Planning, Accountability, Systems and Processes, and Team Building.  We have regular Level 10 meetings weekly and quarterly/annual meetings with the whole leadership team to collaborate on Rocks (goals) and to create measurables to make sure we can hit the goals. This planning identifies critical issues before they occur and holds key staff accountable for results.

My extensive experience includes working with family-owned businesses, accounting and law firms, and technology companies and their unique needs and challenges each form of ownership presents. I have worked with leadership teams of accountants, attorneys, engineers, human resources, sales & marketing, and technology professionals.

For example: I helped a law firm struggling with unclear performance metrics and scattered data streamline its reporting process with an EOS-aligned Scorecard. By centralizing data and training leadership on weekly reporting, the firm improved visibility, increased accountability, and saw a 20% boost in billable hours within one quarter. Now, they make faster, data-driven decisions that drive growth and efficiency

Here’s my strategy for how I accomplished that growth::

1. Clarity – Achieving a clear and shared understanding of an organization’s vision, goals, priorities, roles, and expectations.
2. Accountability  – Act as a ”bridge” between the Visionary owner and the rest of the team to foster better communication and accountability while clarifying the vision.
3. Playbook – Analyze existing processes and identify areas for improvement to streamline operations, reduce redundancies, and optimize resource allocation.

If you feel that your company is stagnating, I am excited to work with Visionaries who are passionate about their businesses and want to take their company to the next level. I would love to discuss working with you as a Fractional Integrator. Please contact me and let’s start our EOS journey together today!