I’m Anais – A former CPA & small business operator, turned coach

My career path has been anything but linear – from working as a financial auditor at PwC to becoming a coach. While I’m grateful for what each of my previous roles have taught me, nothing has informed my coaching practice more than what I learned from running a small business. 

When I joined the family insurance agency, I thought I had everything figured out and that my business partner (my mom) and team would jump on board immediately. Looking back now though, I realize that the key to creating seamless and sustainable change isn’t a “better” solution – it’s how it’s presented and planned for. I did indeed have the “right” answers – I just didn’t know how to organize and communicate them properly. 

After overcoming the initial pushback and gaining clarity about our game plan, I was able to grow our profits by over 200% over a span of five years and eventually sold the business for 3 times gross revenue. There are two key steps I took in order to accomplish this:

✓ Streamlining our operations and creating efficient and effective systems and processes, which gave us the opportunity to create a more robust client experience, leading to higher retention and profitability.

✓ Cultivating a transparent team culture and creating a hiring, training, and professional development program that set our staff up for success and maximized their skills and potential.

My “why”

I became a coach to teach other small business owners how to bridge the gap between themselves and their teams and escape the same cycle of isolation and overwhelm that I was caught in for five years. Through coaching, I learned how to shift my perspective to expand my horizon of opportunities, and I want to show you how to do the same so you can become the version of yourself that your business needs to succeed. 

When I’m not coaching small business owners, I like to spend my time cooking, traveling, enjoying (and sometimes performing!) stand-up comedy, and going hiking and camping. I am originally from Houston, TX and currently live in Los Angeles, CA with my husband and our dog, Frida. I have a B.A. and M.S. in Accounting from the University of Houston and received my certification as a coach through Newfield Network’s Coaching for Personal and Professional Mastery Training Program. I am credentialed as an Associate Certified Coach (ACC) through the International Coaching Federation.

Want to learn more about partnering with me as your coach? Click the button below to schedule your complimentary Discovery Call.