Develop Confident, Strategic Leaders Inside Your CPA Firm
LEAD CPAs® is a group coaching program, designed for CPA firms, that develops confident leaders who retain talent, think strategically, and deliver measurable impact to your firm’s bottom line.
Firms & Leaders Who’ve Worked With Greg Crossan
A Former Global Tax Executive Helping CPA Firms Grow Strategic Leaders
Gregory Crossan, CPA, MBA, ACC, is the founder of Greg Crossan Coaching & Consulting and the creator of the LEAD CPAs® program. With over 30 years in corporate tax leadership — including serving as Global Tax Director at Bose Corporation — Greg knows what it takes to turn technical specialists into trusted advisors and people leaders.
Notable Experience:
30+ years in CPA & tax leadership roles
Former Global Tax Director, Bose Corporation
Certified Professional Coach (ACC, ICF)
Trained through the Institute for Professional Excellence in Coaching (IPEC)
The Program Overview
Build the Leadership Pipeline Your Firm Needs to Grow
At Greg Crossan Coaching & Consulting, we offer a high-impact group coaching program designed specifically for CPA firms. LEAD CPAs® develops future-ready leaders who can inspire teams, retain top talent, and think strategically about firm growth.
Why This Works
Firms often lose top performers not because of skill gaps, but because of leadership gaps. LEAD CPAs® bridges that gap with a proven framework built for accounting professionals. Your team won’t just “do the work” — they’ll lead with confidence and deliver measurable results.
Firms that implement LEAD CPAs® can expect:
Leadership
Stronger leadership pipeline and successful internal promotions.
Culture
A more resilient, emotionally intelligent leadership culture.
Retention
Better retention of high-potential talent.
Loyalty
Greater client satisfaction and loyalty through leadership.
Team Impact
Enhanced communication, collaboration, and team alignment.
Profitability
Measurable improvements in client service and firm profitability.
How LEAD CPAs® Works
STEP 1:
Learn — Clarify Your Leadership Goals
We begin with a strategy call to understand your firm’s structure, talent goals, and leadership gaps. Together, we define success and shape the program to your culture.
STEP 2:
Engage — Assess Your People
Participants complete individual or 360 assessments to uncover default leadership styles and team patterns. Optional 1:1 debriefs deepen self-awareness and connect mindset to performance.
STEP 3:
Advance — Group Coaching That Builds Leadership Capacity
Monthly group coaching sessions develop skills like emotional intelligence, communication, and strategic thinking — all grounded in a CPA-firm context.
Optional — But Highly Recommended for Maximum Results
Steps 4 and 5 are designed to accelerate growth, embed new leadership habits, and ensure measurable performance improvement. Firms that implement these steps see the fastest and most lasting transformation.
Step 4: Deliver — Apply Insights and Track Growth
Participants immediately apply tools in client and team situations. Optional 1:1 coaching accelerates development and removes performance barriers.
Step 5: Measure & Plan Forward
We wrap up with a strategic review of growth, engagement, and ROI. You’ll receive recommendations for sustaining momentum and expanding impact across the firm.
Why Partner With Greg Crossan
When you work with Greg, you’re not buying a generic training package. You’re partnering with someone who:
Speaks the language of accounting, tax, and finance
Has led high-performing teams in real-world corporate settings
Brings a certified coaching framework proven to deliver measurable results
Tailors every engagement to your firm’s specific needs and strategic direction
Testimonials, Reviews & Social Proof
“From the very first interaction, Greg demonstrated a genuine passion for assisting professionals like myself. His extensive knowledge of day-to-day tax operations has provided me with invaluable insights and practical strategies I am looking for. He takes time to understand my specific challenges and aspirations, tailoring his guidance to suit my unique circumstances. Whether I needed assistance in advancing my career, overcoming professional obstacles, or improving my skills, he consistently provided practical solutions and actionable steps. What I find particularly commendable about Greg is his willingness to share his own experiences with me. This has given me more confidence to navigate challenging scenarios with tact and professionalism. I highly recommend Greg to any tax professional seeking guidance and career advancement. His deep industry knowledge, personalized approach, and unwavering support have made an immense impact on me.”
D.M. – Brookline, MA – International Tax Director
“Greg was the keynote speaker at the Tax Executives Institute’s annual all-day conference and discussed how to manage stress and mental wellness in the tax profession. He brought his relevant job experience and knowledge as a coach to make a very insightful and engaging presentation. I would recommend Greg as a coach and presenter for anyone seeking to transform their approach to work-life balance and improve job performance.”
Christine Lee, Senior Tax Director, – TEI
“Greg has been amazing to work with so far. He is knowledgeable, thoughtful, responsive, understanding, and also practical. His experience in the accounting and tax/finance worlds have been very helpful to me as well, in terms of understanding what I do and the environment in which I operate. Greg is a good listener. He is supportive, but also pushes you to stretch and explain your thinking. I am very appreciative of his time and efforts to help me improve as a professional and a leader, and to better understand my strengths, goals, and areas for improvement.”
Leanne S., Principal - State & Local Tax, Regional Accounting Firm
“Working with Greg was a pleasure! He’s pleasant, engaging and very insightful. Greg created a safe space for me to express my concerns regarding different obstacles I was facing. He helped me rethink the way I perceive my leadership skills, and stop holding myself back. As a result of our coaching sessions I now feel more confident in my everyday job performance and ability to handle whatever comes my way. I highly recommend him!”
Susan Shannon
“Greg is an insightful coach who brings great insight and perspective to every coaching session. He helped me uncover areas where I was holding myself back and empowered me to take actions that were aligned with my values and proved really successful. I am so thankful for Greg's support and his help in achieving my goals."
Karen L. – Vice President Information Technology
Frequently Asked Questions
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Not at all. LEAD CPAs® is designed to fit into a CPA firm’s schedule. Group coaching is just 60–90 minutes per month, with short activities in between. Optional 1:1 coaching adds value without overwhelming your team.
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This program is built by someone who’s been in your world — not a generic trainer. It’s tailored to your firm’s structure, people, and goals, blending leadership theory with real-world CPA experience.
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That’s exactly why LEAD CPAs® exists. We help technically strong professionals build confidence, emotional intelligence, and leadership presence — meeting them where they are and guiding them forward.
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Yes. We start with clear goals and assess progress at milestones. You’ll see measurable improvements in communication, retention, leadership behavior, and promotion success.
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Schedule a strategy call at GregCrossan.com/contact or email Greg@GregCrossan.com.
Are You Ready to Develop Confident, Strategic Leaders
Inside Your CPA Firm?
Your future partners are already in your firm. Let’s help them lead with clarity,
confidence, and measurable impact. Start building your leadership pipeline today.
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