Request A Consultation
Work With Us
Leadership Solutions for Firm Leaders
Every engagement is grounded in original research on accounting professionals — the same data that found 73% of your people are at risk of burnout or actively burning out. The work starts with your firm’s actual numbers, not assumptions.
Tier One
Firm Diagnostic & Leadership Clarity
“Understand what’s actually happening inside your firm — before another tax season does more damage.”
Perfect for
Managing partners and senior leaders who want a clear, data-driven picture of their firm’s burnout profile and the leadership behaviors driving it — without committing to a full engagement before they know what they’re working with.
What You’ll Walk Away With
Clarity on where your firm actually sits, what your leadership is contributing to the problem, and a prioritized roadmap for what to address first.
What’s Included
- Firm Burnout Profile Assessment Based on the four profiles identified in the professional study: Managing Well, At Risk, Burning Out, and Optimal.
- Executive Leadership Interview (75–90 min) Understanding your leadership context, current challenges, and where the pressure points are.
- Leadership Behavior Review Identifying which specific behaviors are protecting your people — and which are accelerating depletion.
- Strategic Debrief Session (2 hours, one-on-one) Findings, priorities, and a clear picture of where to focus first.
- 30-Day Implementation Call + email support A structured check-in to ensure priorities are moving from insight to action.
Most Popular
Tier Two
Leadership Development Engagement
“Build the leadership behaviors your firm needs to retain its best people and develop the next generation.”
Perfect for
Managing partners and senior leaders ready to move from diagnosis to sustained change — building the leadership system that reduces burnout risk and strengthens the partnership pipeline over 6–12 months.
What You’ll Walk Away With
Measurable change in the leadership behaviors driving turnover and burnout — and a firmer foundation for your partner pipeline.
What’s Included
- Everything in the Firm Diagnostic Plus 10 additional coaching sessions (bi-weekly or on-demand) for 12 total.
- SHIFT Framework Integration A structured behavior-change protocol drawn directly from the research — focused on the specific leadership behaviors that protect against burnout or accelerate it.
- Difficult Client Protocol Training Practical tools for the high-stakes situations your people face most — the ones that erode trust, spike stress, and drive your best people out the door.
- Micro-Learning Series (6 modules) Boundary-setting, developmental conversations, workload calibration, psychological safety, and coaching your team through high-demand cycles.
- Monthly Accountability Check-ins + 90-Day Progress Review Tracking real behavioral change, not just intentions.
Tier Three
Firm-Level Strategic Partnership
“Build the firm where great accounting professionals actually stay.”
Perfect for
Firms serious about becoming the destination for top accounting talent — and that want ongoing, research-backed leadership advisory at the firm level, not just another HR initiative.
What You’ll Walk Away With
A firm with the leadership infrastructure to sustain high performance through busy season and beyond — and a measurable advantage in recruiting and retaining the professionals your competitors are losing.
What’s Included
- Everything in the Leadership Development Engagement Expanded to include the full partner group and senior manager cohort.
- Quarterly Team Leadership Development Sessions (3 hours each) Built around your firm’s actual burnout data and leadership gaps — not generic content.
- On-Call Advisory Access (up to 4 hrs/month) Rapid-response support for high-stakes leadership situations as they happen: retention crises, difficult client conflicts, performance issues.
- Two Custom Partner Workshops per year 3-hour sessions on your firm’s highest-priority challenges — succession planning, culture change, building a coaching culture.
- Annual Firm Burnout Pulse Survey Tracking your firm’s profile year over year so you see what’s shifting before it becomes a departures problem.
Work With Us
Start With a Conversation About Your Firm's Actual Data
If 73% of accounting professionals are at risk of burnout or actively burning out, the question isn't whether your firm has a problem — it's where your firm sits on that spectrum, and what's driving it.
The first conversation is a diagnostic, not a pitch. We'll look at what's actually happening inside your firm, what your leadership is contributing to it, and whether there's a fit for working together. No commitment required.
73%
of accounting professionals are at risk of burnout or actively burning out.
From original research on accounting professionals — the data that grounds every engagement.
Email Us
drjoey@collinsalliance.com
Call Us
425.213.6120
Schedule Your Firm Diagnostic Conversation