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.
CPE Course Catalog
Each course earns 2 CPE credits
Learn how to set clear boundaries with clients and your team so expectations are understood and respected. This course teaches how to establish boundaries, communicate them confidently, and consistently hold them without damaging relationships.
2 CPE credits, 100 minutes
Even clear boundaries get tested. Learn how to respond when clients push, negotiate, or ignore expectations. This course provides practical scripts and leadership strategies to maintain boundaries calmly and confidently under pressure.
2 CPE credits, 100 minutes
Clients often bring stress, frustration, and emotional conversations into accounting meetings. Learn how to respond with empathy, redirect conversations professionally, and deliver difficult news without becoming the client’s therapist.
This course includes: How to have empathy and how to cut them off, and How to deliver news they don’t want to hear.
2 CPE credits, 100 minutes
Motivation does not come from pressure or reminders. Learn how strong leadership, clear expectations, and the right environment create teams that take ownership and perform at a high level.
2 CPE credits, 100 minutes
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
