Case Study: Accountant Triples Their Business

What happens in business coaching? Does it really work? What results can I expect?

This week, one of my clients has allowed me to pull back the curtain and take you behind the scenes to show you what happens in a coaching relationship.

I’ll let Ryan tell the story…

The pandemic hit us hard

Two years ago, when COVID struck, my accounting and finance firm was in a tough spot. We were heavily reliant on on-site services, and the pandemic hit us hard.

This challenge was compounded by the fact that I had recently bought out my business partner, leaving me to navigate these turbulent waters alone.

That’s when I reached out to John, who seemed like the perfect person to help me pivot and streamline my business model.

John’s impact on my business has been profound.

He helped establish top-level corporate governance, improve transparency with clients, and set up our engagements for success.

His guidance was crucial in shifting my focus from micro to macro management, which was exactly what my business needed.

I learned a lot about the mindset required for a business owner and how this influences the company culture.

This wasn’t always obvious from the inside, but John’s external perspective was invaluable.

Since working with John, I’ve more than tripled our revenue and successfully transitioned to a predominantly remote service model.

John’s expertise extended beyond just business restructuring – he also coached me in areas like marketing and sales, which aren’t typically strengths for CPAs.

He helped identify our ideal clients and what I’m truly passionate about in accounting.

This clarity has led to a smoother running firm with a perfect balance between service, support, and client expectations.

Financially, hiring John was a stretch, as I was using personal funds at a time when cash flow was tight.

But recognizing the need for help and being open about it was key to our success.

John’s approach is transparent and honest, and he’s not shy about addressing tough issues.

His accountability measures might seem overwhelming at first, but they’re instrumental in driving growth and development.

John is more than just a business coach. He’s a mentor for personal and professional growth.

His availability and resources are remarkable – he always seems to have just the right resource at his fingertips.

Working with John is an ongoing process.

It’s not just about quick fixes, it’s about establishing the right habits and thought patterns for long-term success.

We meet weekly, but our interaction goes beyond these sessions. John is a constant presence, guiding me through the ups and downs of business ownership.

His long-term perspective is crucial, helping me not only manage the day-to-day but also plan for the future of my business.

Since hiring John, my work-life balance has dramatically improved.

I have my weekends and evenings back, and the flexibility in my schedule is something I truly value.

There was a point where I considered closing my business, but John’s consistent guidance showed me a path to success and fulfillment.

I’m not just running a business – I’m living the lifestyle I want, thanks to John’s mentorship.

~ Ryan Roch, Intrepidium Consulting

Would you like similar results in your business?

Since 2004, as a professional business coach, I’ve taken over 350 clients through a proven process that helps them increase profit, remove the stress and chaos from their businesses and get their lives back.

At W5 Coaching we employ the Socratic style of leadership and teaching: a method of teaching by using questions to arrive at the right answer for YOU.

If you’d like to chat about how business coaching can help you with your business, I invite you to book a 15-minute call on my calendar here: time with John