Simply CPE
Lead With Confidence. Earn Your CPE.
for CPAs & EAs
Built for Implementation
It Feels Like Everything Depends on You
• Everything eventually lands back on your desk
• You answer the same questions from staff again and again
• Clients push past boundaries
• Systems exist… and their sort-of followed
• Busy season becomes survival mode every year
• Taking real time off feels impossible
Most CPA firm owners were never taught how to lead a firm while still doing the work inside it.
That is exactly what these courses help you learn.
Know exactly what to do next
Each course includes:
• Real firm scenarios
• Leadership frameworks you can apply immediately
• Reflection exercises
• Practical scripts and tools
• Clear action steps you can use in your firm
You will finish each course with a clear path.
Each course earns 2 CPE Credits
Becoming A Boundaries Pro
Learn how to set clear expectations with clients and staff so your time, energy, and capacity are protected.
Systems that Stick
Why most firm systems fail and how to build processes your team will actually follow.
Have a Calm Firm, Even in Tax Season
How strong leadership reduces chaos, protects your team, and keeps tax season from taking over your life.
Leading a Small Team Well
The leadership shifts that turn overwhelmed firm owners into confident team leaders.
I’m Natalie
Your instructor.
I have 10+ years of experience in leadership, operations, and program development. I’m not an accountant. I’m a coach.
I work directly with CPA firm owners helping them build stronger teams, improve leadership confidence, and create firms that do not depend entirely on the owner.
My approach combines practical systems with leadership mindset shifts that create lasting change.
Listen to me on Geraldine Carter’s Strategies for CPAs Podcast
