19th Ave New York, NY 95822, USA

Training & Coaching

We are pleased to offer a growing array of professional training and coaching for both staff and partners in CPA firms of all sizes.

Skill building and capacity growth are key to the ongoing success of your firm and expansion of your client base. Give your entire team the opportunity to perform at their very highest potential with next-level training and coaching specifically designed for employees, managers, managing partners and full partners in CPA firms.

  • Leadership Development
  • Next Generation Leadership
  • Managing Partner Coaching
  • Business Development
  • Presentation Skills
  • Powerpoint
  • Social Media
  • New Partner Coaching
  • Partner Path Coaching
  • Behavioral Interviewing
  • On Boarding
  • Culture
  • Niche Development
  • Employee Engagement
  • Effective Communication

Call David Wolfskehl @ 732 397 8489 discuss how our customized training programs can impact your firm.


WB Advisors on Training & Coaching:


Our Strategic Partners in Training & Coaching include:

Bluestone + Killion - Networking & Relationship Development:
Their programs improve networking and relationship developments skills, to drive an organization's profitable growth while accelerating careers and promoting work/life balance.

Upward Spiral - Martin Bissett - Sales & Leadership:
Specializes in the implementation of professional selling skills and leadership development for senior managers in the accounting profession. He consults with firms worldwide and is the author of ‘Winning Your First Client’, ‘Passport to Partnership’ and ‘Business Development On A Budget’, among other titles.