Treating overload as an operating problem: priorities, decision rights, and recovery, before the season starts.
Session 1
Practice: Map last season's pressure points for your team.
Session 2
Practice: Set decision rights and escalation rules for your team.
Session 3
Practice: Draft a one-page busy-season plan.
Chartered Accountant, US CPA, PCC-certified leadership coach
Sarita Rochwani trains and coaches finance and tax teams to perform at a higher level. A Chartered Accountant, US CPA, and PCC-certified leadership coach, she has spent years developing professionals from staff to partner level.
Managers · U.S. Tax
A reviewer's method for 1040, 1120, and 1065 returns: find what matters, write notes that teach, and protect the deadline.
Theory + practical training + case studies + activities + simulations + software
5-day program
Managers · Soft Skills
Coaching-led supervision for tax managers, so teams hold quality without being chased.
5-day program
Managers · U.S. Tax
A six-month engagement that builds review capability and practice ownership on your team's live work.
Theory + practical training + case studies + activities + simulations + software
6-month engagement
