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Helping CPAs identify solutions and take action to achieve goals

Are there areas of your career or business that are not creating fulfillment for you?

Are you reaching your true goals?

Fulfillment Coaching & Consulting helps clients identify potential solutions to barriers and empower them to take action to achieve their goals.

Working together in a coaching relationship, we will help you in areas that may be separating you from authentic career or business goals – and true life fulfillment.

As a business coach, Donna Taylor provides coaching services primarily to CPA firms and individuals in the accounting profession. She also coaches professional service providers, executives and business owners. Donna is a Certified Coach through Coach Training Alliance, a leading global coaching organization and a member of the International Coach Federation. Donna is also certified to provide the ADVanced Insights Assessment profile. This assessment is the merger of the DISC Index, Attribute Index and Values Index profiles. Together they create the WHAT, WHY and HOW of personal assessment.

Fulfillment Coaching helps CPAs effectively achieve goals related to:

  • Business development
  • Team member advancement & retention
  • Facilitation of Partner succession & transition
  • Generational differences & related challenges
  • Communication among Partners and team members
  • Cohesion between groups within firms
  • Adjustment to new positions or roles for Partners & team members
  • Professional or personal goals
  • Work life balance

Not all coaches have the same areas of expertise. As a CPA you need a coach with insight and experience in your industry and business challenges.

What are some of the benefits coaching provides?

  • Empowers individuals and encourages them to take responsibility
  • Improves communication
  • Accountability partner
  • Offers safe opportunities for dialogue
  • Gives new perspectives
  • Inspiration and motivation

Testimonials

“Donna has an uncanny ability to ask all the right questions. Her ability to provide a different perspective allowed me the opportunity to really look at all the options and make the most educated decision without feeling overwhelmed. She is patient and really listens. I couldn’t be happier with the result of our sessions!”

 

“Donna helped me understand my pre-programed self and suggested ways for me to use that knowledge to become a more effective individual. Being more effective makes one less stressed, happier and therefore more fulfilled. Her coaching exemplifies the name of her firm.”

 

“When we met, I was “stuck” in how I felt and was thinking about situations in my life and work. You were instrumental in helping me take a complete look at my assumptions and perceptions and set realistic goals based on my needs. You helped me define steps to accomplish those goals. I’ve been able to recreate the process as I’ve faced other challenging or difficult situations with successful outcomes.”

 

“Donna is a very insightful professional coach. Since she was a partner in a Public Accounting firm for a number of years, she knows how the industry operates and understands the positives and negatives of those working towards partner. If you want to take an inventory of where you were, where you currently are and what steps you need to take to get to your next step…. give her a call.”

"As a CPA and a Partner in two large local CPA firms for over 30 years, I understand the challenges with training team members, advancement, transition of client service, communication among Partners and team members and generational differences in the workplace. I’ve lived it!"

Donna Taylor, CPA

Donna Taylor, owner of Fulfillment Coaching & Consulting, is a Certified Coach.

Donna is a CPA and was a Partner in two large local public accounting firms throughout her 30+ year career. She retired from her last firm to carry out her purpose of empowering others to live authentic joyful lives. As a CPA, she worked with business owners providing tax and consulting services. She also worked with nonprofit organizations, governmental entities, charter schools and employee benefit plans. Throughout Donna’s career, she supervised, trained and mentored numerous professionals.

If you want to overcome barriers and solve problems in your business, or are wondering if Fulfillment Coaching is for you, call 704.728.6481, or fill out the form below to schedule a sample coaching session.

Request your sample coaching session

Professional & Other Activities
Chair of the N.C. Association of CPAs 2016-2017
Chair Elect of the N.C. Association of CPAs 2015-2016
American Institute of CPAs Member of Council
NC State University Advisory Council Department of Accounting, Poole College of Management
BB&T Lake Norman Advisory Board
Top of the Lake Mooresville Rotary Club, Charter Member; past Board member
Well of Mercy Board of Directors; Finance Committee Chair
Davidson United Methodist Church Finance & Audit Committee
NC Association of CPAs (NCACPA) Board of Directors & Treasurer 2012-2014
Executive Committee of NCACPA Board of Directors 2012-2014; 1997-1998
NCACPA Long Range Planning Committee Chair 2004-2006
Outstanding Discussion Leader Award 2004, 2003, 2002, 2001, 1998, 1997


Professional Memberships



Affiliate member, Institute of Coaching Professional Association
American Institute of CPAs
NC Association of CPAs


Call 704.728.6481 if you are looking for a business coach or a CPA coach. Fulfillment Coaching & Consulting, LLC is located close to Charlotte, NC in the Lake Norman area (encompassing the towns of Huntersville, Cornelius, Davidson, Mooresville, Denver and Troutman.)

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