Our company was founded by an accounting firm owner and we’ve guided more than 10,000 accountants for over a quarter-century to building dream practices that empower and transform their lives.
We’ve seen firsthand the toll that running a practice the wrong way takes on accountants.
Grinding out long hours often six and even seven days a week. Becoming commodity “bean counters” instead of highly valued professionals.
Dealing with high-maintenance clients who pay you less than you're worth but expect Cadillac service. Becoming strangers to their spouses and their kids - wondering what it’s all for. Because being an accountant was supposed to bring happiness and satisfaction. Now, it’s just slaving away at a “job” that’s no longer serving your life.
We are CPAs, and business performance coaches building a real community of like-minded professionals. Collectively, we share decades of experience in our craft that extends across industries and borders. The accounting profession is built on trust and service, thus we all possess a unique opportunity to give back to the profession.
This is why we created the industry’s first coaching program that is truly customized to your specific needs based on the size of your accounting firm. We are convinced you to deserve nothing less to achieve your full potential. Our impact on the local and global economy is made through elevating accounting firms – like yours – who show potential for growth. It’s also why we work with numerous charities to channel resources back into the hands of those who need them most.
Hi! I'm Marcey Rader. I love nothing more than empowering busy leaders and business owners to create time boundaries, increase focus and attention, improve their health, and live a happier, less stressful life.
I understand the roles of a corporate professional, road warrior, and business owner. I'll be the first to tell you I made mistakes. All. Of. The. Mistakes. I was a hard-charging, high-intensity, Type A (Awesome) go-getter in my 20s and 30s that never stopped to smell the roses, look at the view, or soak in my accomplishments.
I just kept aiming for a higher promotion, harder race completed, another client closed, and one more box checked. I told myself that someday I would be happy. Someday I would be content. Someday I would focus on myself or (gulp) my husband.
The pivotal moment for me was a diagnosis at age 39 of multiple autoimmune diseases and early-onset menopause, all triggered by this high-burnout lifestyle. I had waited too long, and take #ExtremeOwnership that I had buried my head in the sand at the effects my lifestyle had on me. I took matters into my own hands and did the research, got the certifications, and realized what actual productivity and health meant. It was a gift for myself, but even more for my clients. I can offer personalized support, accountability, and productive strategies to help you move the needle on your career, health, and dreams.
Being productive and healthy doesn't require extreme self-discipline and willpower. It takes commitment, knowledge, support, and behavior change. It takes the right systems to save ourselves from ourselves. It takes proper habits sustainably built over time.
Whitman Business Advisors has created a team of excellence. All of our services are customized for your firm, which ensures we can deliver the most innovative and targeted solutions.
Our Six-Pack+ of services include:
Each service area is led by a specialist who has the knowledge and experience to effectively support your firm’s needs. You can meet our team here.
PLUS Services include: