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Goal Setting, Accountability & Focus Workshop thumbnail

Goal Setting, Accountability & Focus Workshop

Coach's Corner 43 min

Tight Deadlines. Heavy Workloads. Long Hours. Client demands. Workloads. Non-stop to-do lists. Accountants are no strangers to the pressure of trying to “do it all.” But what if you didn’t have to push through everything alone? The Goal Setting, Accountability & Focus Workshop is a dedicated co-working session designed specifically for accountants who want to get results without burning out. In this session, you’ll: • Set clear, realistic goals for the time we spend together • Break those goals down into actionable steps • Identify obstacles (and create strategies to overcome them) • Strengthen the mindset needed to stay focused and follow through Connect with Chris on 🔗 https://www.linkedin.com/in/christinepanek/

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Coach's Corner | Goal Setting, Accountability & Focus Workshop thumbnail

Coach's Corner | Goal Setting, Accountability & Focus Workshop

Coach's Corner 41 min

What happens when a group session turns into a one-on-one coaching call? You get real, unfiltered insights you won’t usually hear. In this Coach’s Corner session, Chris Panek works directly with Nancy, diving into real challenges like managing 75 clients during tax season, reducing stress, and navigating the transition to QuickBooks Online. From practical workflow strategies to mindset shifts that actually make a difference, this session offers a rare behind-the-scenes look at how experienced professionals think and operate. If you’re looking for practical advice, honest conversations, and strategies you can apply immediately, this is one session worth watching.

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Tax Season Survival: How To Take Care Of Yourself When Work Won’t Stop thumbnail

Tax Season Survival: How To Take Care Of Yourself When Work Won’t Stop

Coach's Corner 43 min

In this session, you’ll learn practical strategies and impactful shifts to manage stress, maintain energy, and prioritize your well-being…even when the workload seems never-ending. By implementing small but powerful changes, you can avoid burnout, improve focus, and maintain your health, happiness, and sanity during the busiest time of the year while achieving more balance and control.

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Midyear Momentum: Review, Refocus & Reignite Your Goals thumbnail

Midyear Momentum: Review, Refocus & Reignite Your Goals

Coach's Corner 59 min

Tax season is relentless, and the demands on accountants are higher than ever, but you don’t have to sacrifice your well-being to get through it. Long hours, tight deadlines, and client pressure can make self-care feel impossible. Tax season doesn’t have to drain you completely. In this session, you’ll learn practical strategies and impactful shifts to manage stress, maintain energy, and prioritize your well-being…even when the workload seems never-ending. By implementing small but powerful changes, you can avoid burnout, improve focus, and maintain your health, happiness, and sanity during the busiest time of the year while achieving more balance and control.

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Follow Up Session: Tax Season Survival: How To Take Care of Yourself When Work Won't Stop thumbnail

Follow Up Session: Tax Season Survival: How To Take Care of Yourself When Work Won't Stop

Coach's Corner 16 min

🧘‍♀️ Follow-Up Training: Conquering Tax Season Without Burning Out Tax season is famously relentless, with demands on accountants being higher than ever. But you don't have to sacrifice your well-being to get through it! Long hours, tight deadlines, and intense client pressure often make self-care feel impossible, leading to exhaustion and burnout. This training shows you that tax season doesn't have to drain you completely.

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Tax Season Survival: How To Take Care of Yourself When Work Won't Stop thumbnail

Tax Season Survival: How To Take Care of Yourself When Work Won't Stop

Coach's Corner 58 min

In this session, you’ll learn practical strategies and impactful shifts to manage stress, maintain energy, and prioritize your well-being…even when the workload seems never-ending. By implementing small but powerful changes, you can avoid burnout, improve focus, and maintain your health, happiness, and sanity during the busiest time of the year while achieving more balance and control.

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Goal Setting For Tax Season And The New Year thumbnail

Goal Setting For Tax Season And The New Year

Coach's Corner 55 min

In this session, accountants and tax preparers will explore a structured approach to setting and achieving meaningful goals for both their professional and personal lives. This presentation will combine practical goal-setting strategies with mindset and motivational techniques that will lead to long-term achievement. By identifying core values, visualizing desired outcomes, and overcoming common barriers, participants will leave with a clear, actionable plan for setting goals that align with their vision for a balanced, fulfilling life. This presentation offers tools to stay committed, build resilience, and develop the mindset needed to meet and exceed both personal and professional desires.

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Follow Up Session: The REAL Reason You're Not Hitting Your Goals (And How to Fix It) thumbnail

Follow Up Session: The REAL Reason You're Not Hitting Your Goals (And How to Fix It)

Coach's Corner 28 min

Tired of the Goal-Setting Grind? This isn't your typical webinar—it's the follow-up required for real progress. We're diving deep into the exact reasons why goals stall, drawing on the client-proven strategies that lead to true achievement. If you set goals this year and are still short, or if you need a focused plan to finish the year strong, this is for you. We will immediately break down your final targets into actionable 30-day increments. Learn the vital skill of converting obstacles into powerful data—your exact roadmap for success. Stop setting goals, and start achieving them now!

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The REAL Reason You're Not Hitting Your Goals (And How to Fix It) thumbnail

The REAL Reason You're Not Hitting Your Goals (And How to Fix It)

Coach's Corner 63 min

This will not be your typical goal-setting webinar. We’ve all set goals, but where I find it most helpful for the clients that I work with is working on why they are not achieving their goals, and I‘m going to bring the knowledge that I’ve gained from working with these clients as they achieve their goals to this webinar. This webinar is for you if you’ve set goals for this year but haven’t reached them yet, or if you want to set new goals to finish the year strong. We’ll examine what you want to achieve by the end of this year and break each goal down into 30-day increments. You’re going to learn how to use the data you collect from any of the obstacles you face and use this data as your next step to reaching your goal.

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