Donna Taylor
Career coach · Lake Norman, NC · in person and virtual
"Helping CPAs identify solutions and take action to achieve goals" (in their words, on their website)
Services
| Service | What is included | Price |
|---|---|---|
| Coaching services for CPA firms and individuals in accounting CPA firms and individuals in the accounting profession |
Identify potential solutions to barriers · Empower to take action to achieve goals · Business development · Team member advancement & retention · Facilitation of Partner succession & transition | on request |
| Coaching services for professional service providers, executives and business owners Professional service providers, executives and business owners |
Identify potential solutions to barriers · Empower to take action to achieve goals | on request |
As published on their website, read Sep 30, 2026.
Where they fit
| Students | Early | Mid | Manager | Director | VP / C-suite | |
|---|---|---|---|---|---|---|
| Resume and LinkedIn | no | no | no | no | no | no |
| Interviews and offers | no | no | no | no | no | no |
| Job search strategy | no | no | yes | yes | yes | yes |
| Career direction and change | no | no | yes | yes | yes | yes |
| Leadership | no | no | no | no | no | no |
| Personal brand | no | no | no | no | no | no |
How they work
- Process
- Identify potential solutions to barriers · Empower clients to take action to achieve goals
- Assessments
- ADVanced Insights Assessment profile (merger of DISC Index, Attribute Index and Values Index)
- Before coaching
- Partner, Public Accounting (30 years)
Do it yourself, or hire a coach?
| Doing it yourself | Usually enough when | A coach earns the fee when | |
|---|---|---|---|
| Job search | A target list, a weekly plan and steady outreach. Callings builds the weekly plan and tracks every application, free. | Interviews are coming in. | Three months without traction, or a senior search that runs on your network. |
| Career direction | Weeks of reading and conversations about roles that fit. Callings can show your strengths and the pay for each role. | You already have two or three target roles. | You do not know what comes next, or you want structure and a formal assessment. |
Times are our estimates. Try Callings.
Questions to ask before hiring
- What does it cost in total, and what is included? (no published price)
- What are your cancellation and refund terms? (no refund terms on their site)
- Who do you usually work with, and how long does a typical engagement last? (always worth asking)
What they publish
- Prices: not found on their website
- What each service includes: yes
- A free consultation: yes
- Refund or cancellation terms: not found on their website
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