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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:
We meet you where you are — and help you get where you're meant to go.
Get personalized career coaching to identify your strengths, set goals, and create a roadmap for career success.
Get expert feedback on your resume to make it stand out to employers and increase your chances of getting hired.
Ace your next interview by getting personalized coaching on interview skills, answering tough questions, and more.
Get guidance and support as you navigate a career change, from exploring new opportunities to making the transition.
Learn how to network effectively to expand your professional connections and build relationships that can help advance your career.
Develop your leadership skills and advance your career by getting coaching on communication, team-building, and more.
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.
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.
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.
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.
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.
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.
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.
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.
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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