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What We Do

At Charted, we help accounting and finance professionals navigate what’s next. Whether you’re a student preparing for a career in accounting, a young professional wanting to pivot out of public accounting into industry, a rising star aiming for the CFO seat, or a seasoned executive building a consulting career on your terms — we offer personalized coaching, strategic branding, and executive-level guidance to help you move forward with clarity and confidence.


Our services include:

  • 1:1 career coaching (ad hoc + structured programs)
  • Resume review & LinkedIn optimization 
  • Career pivot planning for public-to-industry or industry-to-consulting transitions
  • Executive coaching for CPAs on the path to CFO
  • Pre-career coaching for students


We meet you where you are — and help you get where you're meant to go.

Career Coaching

Interview Preparation

Career Coaching

Career Coaching

Get personalized career coaching to identify your strengths, set goals, and create a roadmap for career success.

Resume Review

Interview Preparation

Career Coaching

Resume Review

Get expert feedback on your resume to make it stand out to employers and increase your chances of getting hired.

Interview Preparation

Interview Preparation

Interview Preparation

Interview Preparation

Ace your next interview by getting personalized coaching on interview skills, answering tough questions, and more.

Career Transition

Leadership Development

Interview Preparation

Career Transition

Get guidance and support as you navigate a career change, from exploring new opportunities to making the transition.

Networking Strategy

Leadership Development

Leadership Development

Networking Strategy

Learn how to network effectively to expand your professional connections and build relationships that can help advance your career.

Leadership Development

Leadership Development

Leadership Development

Leadership Development

Develop your leadership skills and advance your career by getting coaching on communication, team-building, and more.

Menu / Price List

1:1 Coaching

Get personalized, actionable career guidance from a coach who’s been a Big 8 auditor, CFO, consultant, and executive recruiter — so you can navigate your next move with real-world insight and strategy. All Sessions will be in Zoom format.

1:1 Career Crossroads Mapping

$1,850

Turn uncertainty into a roadmap.

This 6-session program is designed to clarify what’s driving your desire for change, define what you truly want next in your career, and map initial pivot options based on values, skills, and goals. We begin by understanding why you’re ready for a change — and what you really want next. You’ll gain clarity on your career drivers, values, and options. By the end of this session, you’ll have a personalized roadmap of your ideal next steps and the confidence to move.

3-Pack Bundle

$1,000

Targeted. Practical. Just for You. 

Three 1:1 coaching sessions to use within 60 days — ideal for deeper strategy, interview prep, or navigating career transitions.  Perfect for multi-session support without committing to a full program. 

60-Minute 1:1 Ad Hoc Coaching

$375

Flexible. Focused. On your terms. 

Need quick guidance or a space to talk through your next move? These one-time coaching sessions are designed to meet you where you are. Whether you're exploring a pivot, prepping for an interview, updating your resume, or just feeling stuck — bring your questions, goals, or ideas, and we’ll work through them together.  Perfect for finance professionals who need clarity, direction, or a trusted outside perspective. 

30-Minute 1:1 Ad Hoc Coaching

$200

Focused, fast, and built around what you need right now.

This session is designed for quick clarity on a specific challenge or decision point. Whether you're preparing for an interview, navigating a tricky workplace dynamic, unsure how to approach office politics, or need advice on networking or outreach — we’ll use this time to troubleshoot, reframe, and build a smart next step. 


Structured Programs For Professionals

CPA to CFO Executive Programs

$1,850

Strategic coaching for high-potential finance leaders

Bridge the gap between where you are and the CFO you’re becoming. This 6-session coaching program is built for high-performing  professionals preparing for their next big step. Together, we’ll sharpen your executive presence, refine your leadership narrative, and position you for strategic finance roles — from interviews to boardrooms. 

Resume + LinkedIn Review + 1 Live Session

$500

Stand out. Get noticed. Make your next move.

This done-with-you service helps finance professionals craft a modern, impact-driven resume and a compelling LinkedIn profile aligned with your career goals. Whether you're pivoting out of public accounting, aiming for a promotion, or re-entering the market — we’ll reposition your brand for where you're headed next.  Includes: Rewritten resume, optimized LinkedIn profile, and a 1:1 coaching session.


Career Pivot Planning

$1,650

Make your next move with clarity and confidence.

Designed for accountants and finance professionals at a crossroads, this 5-session coaching program helps you transition out of public accounting into industry roles, or toward consulting and fractional work. We’ll map your options, rebrand your resume and LinkedIn, and build a clear 60-day action plan to move forward.




Structured Programs For Students

Pre-Career Coaching for Accounting Students

Starting at $1,250

Pre-Career Coaching for Accounting Students. Get career-ready before your first job offer.
This 1:1 or small-group 5-session virtual coaching program helps accounting students stand out in competitive recruiting — especially with Big 4 and top firms. From clarifying career paths to building a polished resume and LinkedIn profile, relevant work and internship procurement and interview strategy,   we’ll help you make a confident and professional first impression.

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