Build the leadership skills your firm needs to grow.
The Breaking the Bottleneck™ leadership workbooks are a four-part series designed to develop leaders at every level — from personal effectiveness to leading an entire firm. Practical, actionable, and built for busy people in CPA and professional service firms.
Available on Amazon. Pairs perfectly with CPA firm coaching →
Leadership workbooks: a clear path from leading yourself to leading a firm.
Most leadership development programs are complicated, time-consuming, and disconnected from real work. This series is different — each workbook builds on the last and gives leaders practical tools they can apply immediately.
Leading Yourself
Build the personal clarity and habits that make sustained leadership possible.
Working in a Team
Strengthen communication, ownership, and collaboration so your team actually produces results.
Managing Leaders
Create consistency across managers with standards, coaching rhythms, and scalable systems.
Leading a Firm
Align priorities, build operating cadence, and lead the business like a system — not heroic effort.
Four leadership workbooks. One clear path forward.
Each leadership workbook includes exercises, prompts, and practical tools you can use immediately. No fluff — just clear, structured development you can actually finish.
Leading Yourself
Build personal clarity, decision discipline, and the habits that make leadership sustainable — especially when you’re the one everyone looks to for answers.
Working in a Team
Strengthen communication, ownership, and teamwork so collaboration actually produces results — and reduces the amount of rework, miscommunication, and escalation.
Managing Leaders
Create consistency across your managers: clear standards, coaching rhythms, and the systems that allow leadership to scale without constant owner involvement.
Leading a Firm
Align priorities, build an operating cadence, and lead the business like a system — so growth doesn’t depend entirely on your personal effort and availability.
Who these leadership workbooks are for.
Each workbook is written for a specific stage of leadership development. Start where you are — or work through the series from the beginning.
Firm owners & partners
- Struggling to delegate without losing quality
- Tired of being the answer to every question
- Ready to build a firm that runs without constant owner involvement
Managers & team leads
- Newly promoted and figuring out how to lead
- Managing a team but still doing too much of the work themselves
- Ready to develop their direct reports and create real ownership
CPA & professional service firms
- Stuck at 10–20 people and unable to scale past the owner
- Building a leadership bench for the first time
- Looking for structured development that fits into a busy firm
Not sure which leadership workbook to start with?
If you’re the bottleneck, start with Leading Yourself. If you’re scaling managers, start with Managing Leaders. If you want a recommendation based on your specific situation, book a quick call.
Schedule a 15-Min CallReady to build stronger leaders?
Pick up one workbook or work through the full series. Each one gives your leaders practical tools they can use immediately — without taking them away from client work for weeks at a time.
Available on Amazon. Ships directly to you.