we aren't just coaches
we aren't just consultants

We partner with SMB accounting firms that are struggling with change and need to stop spinning their wheels and make vital progress. We are an extension of leadership as a partner in the organization as interim change officers.

  • Results driven, outcome based
  • Proven process using proprietary tools
  • Built specifically for SMB CPA firms
schedule free call

we get results

results driven change management for smb cpa firms

We get results by getting in the trenches with you to address all sides of the business and ensure change takes root.

We reduce the pressure on management, identify issues and prioritize solving the ones with the most impact, get productive communication flowing, identify those resistant amongst the team and facilitate buy-in.

Simply put, we help ensure your firm is ready for anything.

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consultants don't get the results because they

focus solely on plans (not action) and don't understand how to help people change

consultants only have plans
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coaches only focus on people
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coaches don't get the results because they

focus solely on a few people (not all) and don't understand the business

We aren't consultants making it up as we go with zero methodology or a coach with a new book to sell featuring a one-size-fits-all approach.
We have a highly configurable matrix of solutions specifically for SMB accounting firms.

You don’t need to take on another job by shouldering the responsibility of activating the change.

We carry the torch for you.

We will get everyone on the same page, point them in the right direction, and build a lasting system for sustained progress.

We are an extension of you.
We are your Change Champion.

lucidly Chief Change Officers have a deep knowledge of the business you work in and the challenges you faces.

lucidly Chief Change Officers have their finger on the pulse of current trends and emerging technologies.

lucidly Chief Change Officers have well-honed communication and interpersonal skills including proprietary communication frameworks and processes.

lucidly Chief Change Officers are skilled at motivating employees to embrace change, with guidance, modeling, and mentoring.

lucidly Chief Change Officers understand the big picture for change and the requirements to succeed. We understand the challenges the business faces and the fundamental changes needed to address them.

meet your interim change officer team

Will Anfuso Headshot

William Anfuso

Co-founder & CEO
randy james headshot

Randy James

Co-founder & Steward of Services
kirk head shot

Kirk Lohmolder

Advisor & Consultative Executive Coach
Dr. Mary Gross

Mary Meduna-Gross Ph.D.

Consultative Coach
jessica kane headshot

Jessica Kane

Steward of Growth
Chris Herndon

Chris Herndon

Co-founder & Executive Life Coach
Doug Magnuson

Doug Magnuson

Co-founder & Business Consultant
lucas head shot

Lucas Bennington

Co-founder & Developer

how can we help?