ConvergenceCoaching

What ConvergenceCoaching does

ConvergenceCoaching, LLC is a privately held professional services firm founded in 2000 and headquartered in Bellevue, Nebraska, that delivers leadership coaching, practice consulting, and learning programs exclusively to the U.S. public accounting profession. The firm sells a portfolio of trademarked cohort-based programs to CPA firms and CPA associations, including the Transformational Leadership Program™ (TLP, one-year), Rainmaker Development Program® (RDP, six-month), Leadership Development Program for Seniors and Supervisors™ (LDP-SS), Client Advisor Program™ (CAP), and Individual Coaching Program (ICP), plus custom engagements in succession planning, strategic planning retreats, HR consulting, and flexible-work advisory. Its proprietary technology footprint is modest and non-core: a proprietary Learning Management System branded the "Learning Center" (convergencelearning.com) hosts self-directed courses, recorded webinars, and program materials, while the firm's primary delivery is human-led coaching, facilitation, and consulting rather than software.

ConvergenceCoaching's business model is fee-for-service professional services with subscription-adjacent self-directed learning. Programs are quoted per cohort and per participant with no publicly disclosed pricing, with revenue split across (1) structured leadership and professional development programs sold to firms enrolling their staff, (2) custom consulting engagements billed by scope, (3) individual one-on-one coaching engagements, (4) self-directed course and recorded-webinar sales via the Learning Center, and (5) programmatic partnerships with CPA societies such as NYSCPA and PrimeGlobal where the association distributes the program to its membership. The go-to-market is content-driven and event-driven: the firm publishes the Inspired Ideas Blog and Podcast, runs two weekly live shows (HR Huddle on Mondays and Leadership Lunch Chat on Fridays), speaks at CPA conferences, and maintains active LinkedIn, Twitter/X, Facebook, and Instagram presences to generate inbound demand.

The firm's primary customer segment is CPA and public accounting firms of all sizes, with CPA associations and societies as a secondary channel partner segment. ConvergenceCoaching is bootstrapped, profitable, and founder-led by Jennifer Lee Wilson (Partner and Co-Founder, ranked #7 on Accounting Today's 2022 Top 100 Most Influential People in Accounting) alongside Partner Tamera Loerzel, with a fully remote operating model of 11–50 employees that the firm itself uses as proof of concept for the flexible-work practices it advises clients on.

Name

ConvergenceCoaching

Legal name

ConvergenceCoaching LLC

Website

https://convergencecoaching.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

ConvergenceCoaching is a private, fully remote U.S. consulting firm founded in 2000 that delivers leadership development programs, practice consulting, and coaching exclusively to CPA firms and CPA associations, anchored by trademarked cohort programs such as TLP and RDP.

Ownership category

akta.pro rank

Product category

Management Consulting for CPA Firms

NAICS

Human Resources Consulting Services (541612), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate & Leadership Development (BPACANAA)

akta.pro secondary industries

Remote/Hybrid Leadership & Distributed Team Management (EDABAAAN), C-Suite & Senior Executive Coaching (EDABANAA), Coaching, Mentoring & Facilitation Services (BPACANAI), Talent Management & Leadership Advisory (Succession, Performance, Culture) (BPACAJAH)

Keywords

• Leadership development programs
• Management consulting services
• CPA firm coaching
• Succession planning consulting
• Professional development training

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. Leadership & Professional Development Programs: Revenue is generated through fee-for-service engagement of structured learning programs including the Transformational Leadership Program (TLP), Rainmaker Development Program (RDP), Leadership Development Program for Seniors and Supervisors (LDP-SS), and Client Advisor Program (CAP). Programs are delivered over multi-month periods (6 months to 1 year) with cohort-based pricing. Programs are sold to individual CPA firms for their staff; firms register and pay for participants to attend.
2. Practice Consulting & Advisory Services: Custom consulting engagements covering vision and strategic planning retreats, succession planning, practice coaching, HR consulting, and governance model development. Engagement-based consulting billed to CPA firms seeking tailored advisory support.
3. Individual Coaching Engagements: One-on-one coaching services for individual professionals (partners, managers, emerging leaders) billed per engagement or coaching cycle. Covers leadership coaching, role preparation, communication, and productivity.
4. Self-Directed Learning & Course Sales: Revenue from pre-recorded course catalog, self-study courses, fast-track learning courses, and recorded webinars sold or provided to CPA firms and individual professionals. The Learning Center on a proprietary LMS hosts these programs.
5. CPA Association Partnerships: Programs delivered in partnership with CPA societies and associations (e.g., NYSCPA NextGen Leaders Institute, PrimeGlobal Rainmaker Development Program). Revenue flows through membership program fees, event/conference registrations, and programmatic leadership development sold to association members.
6. Remote & Blended Work Training Videos: On-demand video learning programs (Winning When Working in a Remote and Blended Environment series) sold to CPA firms as training content for implementing flexible work practices.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels11 records

Core offering

ConvergenceCoaching sells leadership coaching, structured multi-month leadership development programs, and practice management consulting services exclusively to U.S. CPA firms and CPA associations. Its flagship offerings include the year-long Transformational Leadership Program (TLP), the six-month Rainmaker Development Program (RDP), the Leadership Development Program for Seniors and Supervisors (LDP-SS), the Client Advisor Program (CAP), one-on-one Individual Coaching, Vision & Strategic Planning Retreats, Succession Planning, Practice Coaching, HR Consulting, and the Anytime, Anywhere Work (ATAWW) flexible-work consulting program — all delivered through remote/hybrid engagement with a proprietary Learning Center (LMS) hosting self-directed courses.

Product overview

ConvergenceCoaching is a national leadership and management consulting firm that develops leaders and transforms teams in the accounting and consulting profession. The company offers a comprehensive suite of coaching and consulting services organized around three core transformation areas: Transform Your Firm (Vision & Strategic Planning, Succession Planning, Practice Coaching, Anytime Anywhere Work, HR Consulting), Transform Your Team or Yourself (Transformational Leadership Program, Rainmaker Development Program, Leadership Development Program for Seniors and Supervisors, Individual Coaching Program, Personality & Leadership Assessments, Course Catalog), and Transform the Profession (CPA Associations Programs, Events & Speaking). The portfolio includes flagship programs like the Transformational Leadership Program™ (TLP), a one-year leadership journey for high potential managers and new partners, and the Rainmaker Development Program® (RDP), a 6-month business development immersion. The company also publishes the annual Anytime, Anywhere Work™ (ATAWW) Survey examining flexible work adoption in accounting firms.

Differentiator

Problem solved

Functional benefit

Products and services

• Transformational Leadership Program™ (TLP) A one-year accelerated leadership 'finishing school' designed for high-potential managers and new partners in CPA firms, including one-on-one coaching, in-firm coaching, and a structured curriculum to develop transformational leadership skills.
• Rainmaker Development Program® (RDP) A 6-month immersive program that coaches accounting professionals on rainmaking and business development skills, providing real practice opportunities to apply concepts and identify their unique mix of activities that produce results.
• Leadership Development Program for Seniors and Supervisors™ (LDP-SS) A structured program specifically designed for seniors and supervisors in accounting firms to build essential leadership and management skills for career advancement.
• Client Advisor Program™ (CAP) A program designed to develop client advisory skills and capabilities for accounting professionals looking to strengthen their client relationships and advisory service delivery.
• Individual Coaching Program (ICP) Personalized one-on-one coaching for accounting professionals covering leadership development, role preparation, personal effectiveness, communication, productivity, and new service line launches.
• Vision & Strategic Planning Retreats Strategic planning retreats that develop clear visions for the firm's future, uncover opportunities, and create actionable plans for achieving success over 3-5 year horizons.
• Succession Planning Services Consulting services to help CPA firms prepare for leadership and workforce transitions, ensuring clients, people, and firms thrive through major leadership change.
• Practice Coaching & Consulting Senior leadership consulting services for CPA firm management, including managing partner relationships, revising governance documents, and defining roles and responsibilities across service lines.
• Anytime, Anywhere Work™ (ATAWW) Consulting A comprehensive flexible work initiative consulting program that helps CPA firms enhance flexible work practices and service delivery strategies, anchored by the firm's annual ATAWW Survey.
• Human Resources Consulting HR-related consulting services that elevate talent programs, including compensation benchmarking, performance management, recruiting strategies, and culture development to inspire employee engagement.
• Personality & Leadership Assessments Leadership and personality assessment tools designed to build team empathy, improve communication, and facilitate 360-degree leadership feedback for team development within CPA firms.
• Course Catalog / Self-Directed Learning Self-paced learning options including Fast-Track Learning Courses, Self-Study Courses, Remote and Blended Work Learning Programs, and Recorded Webinars for professional development, hosted on the firm's proprietary Learning Management System.
• CPA Associations Programs Partnership programs delivered with CPA societies and associations to bring valuable leadership and professional development content to member firms, including conferences, events, and programmatic leadership development.
• Public Webinars (HR Huddle & Leadership Lunch Chat) Live weekly webinars (HR Huddle, Leadership Lunch Chat) exploring the latest trends in talent management, leadership, and HR in the accounting profession, available to any registered attendee.
• Anytime, Anywhere Work™ (ATAWW) Survey The only survey of its kind examining the adoption and implementation of flexible work practices in accounting firms, conducted annually with results published to track industry trends.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Partnerships

Two partnerships are on record, tiered core.

• PrimeGlobalcoreStrategic or Co-development Partner · 1 April 2026ConvergenceCoaching® and PrimeGlobal, one of the world's leading associations of accounting and advisory firms, co-launched the Rainmaker Development Program® to build business development skills and the next generation of rainmakers across PrimeGlobal's member firm network. The partnership enables ConvergenceCoaching's RDP program to be delivered to member firms within the PrimeGlobal association, expanding reach to a global network of accounting and advisory firms.
• New York State Society of CPAs (NYCPA)coreStrategic or Co-development Partner · 10 September 2025ConvergenceCoaching partnered with the New York State Society of CPAs (NYCPA) to launch the NextGen Leaders Institute, a transformative leadership program designed for up-and-coming leaders seeking to grow their impact, visibility, and influence within their firms and the profession. ConvergenceCoaching designs and delivers the program curriculum; NYSCPA promotes it to members and hosts it as a member benefit.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Boomer Consulting: Boomer Consulting provides management consulting, leadership development, and technology strategy to public accounting firms. Its vertical specialization, professional-services model, and accounting-firm customer base make it the closest operating analogue.
• Rootworks: Rootworks provides coaching, consulting, technology enablement, and peer support to accounting firms. It is comparable through its CPA-firm specialization and its mix of advisory services, training, and digital resources.
• K2 Services: K2 Services specializes in business-development and growth consulting for accounting and tax firms. It matches ConvergenceCoaching's professional-services delivery, consulting-led model, and accounting-firm customer base.
• Build Your Firm: Build Your Firm offers coaching, training, and growth resources for accounting-firm owners. Its focus on scaling practices and developing CPA-firm leaders makes it a relevant direct niche peer.
• Surgent: Surgent provides accounting education, continuing professional education, and digital learning for finance professionals. It overlaps with ConvergenceCoaching's accounting professional customer base, course catalog, and webinar-based learning channel, although its curriculum is broader and more standardized.
• CPAacademy: CPAacademy operates an online platform for accounting webinars and continuing professional education. It directly overlaps ConvergenceCoaching's web-based learning, recorded content, and webinar-led audience-development activities.

Emerging players

• AccountingCE: AccountingCE delivers self-paced continuing professional education and accounting courses to professionals and firms. It is comparable in digital learning and accounting education, though it is less focused on leadership coaching and practice transformation.

Broad incumbents

• RSM US: RSM US provides management consulting, business transformation, and professional services to organizations. It is a broad incumbent comparator because its organizational consulting capabilities and professional customer relationships overlap with ConvergenceCoaching's transformation work.
• CliftonLarsonAllen: CliftonLarsonAllen is a large accounting and consulting firm offering advisory, outsourcing, and transformation services. It is relevant as a broad incumbent with overlapping organizational, talent, and management-consulting capabilities.
• BDO Alliance USA: BDO Alliance USA is a national network of accounting and consulting firms that provides education, best-practice resources, and member support. It is comparable as a scaled ecosystem serving CPA firms, although it is not a specialist coaching consultancy.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat6 records

Key risks4 records

Key highlights6 records

Customer concentration

• Xx.com/ConvergenceSays
• Facebookfacebook.com/convergencecoaching
• LinkedInlinkedin.com/company/convergencecoaching
• Instagraminstagram.com/convergencecoaching

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ConvergenceCoaching