1:1 Coaching & Mentorship
Lead, grow, and serve with the confidence of a trusted advisor.
Premium, personalized coaching for tax professionals ready to transform their practice, raise their pricing, and step fully into the advisor role. You bring the ambition. Nadia brings the strategy, the accountability, and a decade of doing this work.
Apply for coaching Not sure which plan?This is where the growth happens
The skills got you here. A mentor gets you to the next level.
You can keep piecing it together from webinars and forums, or you can work directly with a CPA who has built the advisory practice you want and will help you build yours. Real strategy, real accountability, and answers when you actually need them.
Choose the level of support that fits where you are.
Coaching plans
Choose your path
Every plan is led personally by Nadia. Apply and she will confirm the right fit on your call.
Monthly Coaching
$2,500 / month
Focused, ongoing support for the professional who wants steady momentum and direct access.
- Four 1:1 coaching sessions each month
- Personalized strategy and advisory support
- Client scenario reviews and real-time guidance
- Clear action plans, checklists, and tools
- Private Slack messaging between sessions
- Accountability and progress check-ins
- Exclusive templates and workflows
Quarterly Coaching
$7,000 / quarter
Save $500 vs. monthly
Deeper strategy and real momentum for professionals serious about transforming their firm.
- Twelve 1:1 coaching sessions per quarter
- Quarterly strategic planning and business review
- Guidance on advisory, pricing, and firm growth
- Goal setting and progress tracking
- Real-time client scenario support
- Private Slack messaging and priority scheduling
- Advanced templates, tools, and workflows
Group Coaching
Cohort · 5 to 8 pros
Pricing shared on application
Grow alongside a focused peer community. Kept small so every voice is heard and every challenge gets attention.
- Weekly 90-minute group coaching calls
- Hot seat sessions and live Q&A
- Private group chat for accountability and wins
- Step-by-step training on pricing and advisory
- Peer feedback and connection
- Proven tools, templates, and workflows
- Discounted rate on all Premier training courses
Not sure which path is right?
Let’s find the right fit together.
Choosing a coaching program is a real step, and it should feel right. Book a free clarity call and talk through your goals. Nadia will help you decide whether 1:1 or small-group coaching makes the most sense for where you are.
This is not a sales pitch. It is a real conversation to help you feel confident in your next step.
Book a free clarity call
Your coach
Coached by a CPA who has built what you are building.
Nadia Rodriguez is a CPA and Certified Tax Coach with a Master of Science in Taxation and more than a decade in practice. She runs her own advisory firm and teaches tax professionals nationwide from the stage at the IRS Tax Forum, AICPA Engage, NATP, and Latino Tax Fest.
She combines real-world experience with a genuine passion for mentoring, especially for first-generation professionals building something from the ground up. Her goal is to help you become the confident, capable advisor you were meant to be.
Coaching questions, answered
How is 1:1 coaching different from group coaching?
1:1 coaching is fully personalized. Every session is tailored to your exact business, with flexible scheduling and private messaging support. It offers deeper accountability and direct access to Nadia. Group coaching gives you a focused peer community and shared training at a lower investment.
How long is the coaching program?
You choose the plan that fits: Monthly Coaching with four sessions and ongoing access, or Quarterly Coaching with twelve sessions, enhanced goal tracking, and in-depth strategy reviews.
How are sessions delivered?
All sessions are held over Zoom or phone. You receive a clear summary after each call, and you stay connected by private messaging between sessions to keep the momentum going.
What support is available between sessions?
You get direct, private messaging access to Nadia over Slack for questions, feedback, and quick guidance. No need to wait for the next call to get clarity.
Are sessions recorded?
Yes. With your permission, sessions are recorded and shared within 48 hours so you can revisit the training and action steps at your own pace.
What is the investment?
Monthly Coaching is $2,500 per month for focused, ongoing support. Quarterly Coaching is $7,000 per quarter, a $500 saving, for deeper strategy and momentum. Group coaching pricing is shared on application.
Ready to grow
Apply for coaching with Nadia.
Tell Nadia about your practice and your goals. If it is a fit, you will map out exactly how coaching moves you forward.
Apply for coaching Book a clarity callQuestions first? admin@nadiacpa.com