Pivoting:What Led Me to Become a Fractional Integrator

It began as the COO of an accounting firm. At the Scaling New Heights Conference, I attended a session on how to run your firm better. The speaker referenced two books that transformed his firm’s trajectory:

• 𝘛𝘳𝘢𝘤𝘵𝘪𝘰𝘯 by Gino Wickman

• 𝘎𝘦𝘵 𝘢 𝘎𝘳𝘪𝘱 by Gino Wickman and Mike Paton

I brought these ideas back to our leadership team. At our next conference, QuickBooks Connect, I made sure our visionary attended the session with me. That was the turning point, we decided EOS® (Entrepreneurial Operating System) was exactly what we needed.

As we rolled it out, our leadership team:

• Gained clarity

• Built real accountability

• Established a clear path to sustainable growth

Although I was the COO—often a natural fit for Integrator (though not always!), this process revealed something deeper:

I didn’t just like the role of the Integrator...I was born for it.

The more I leaned into it, the more I saw the power and necessity of the Integrator role for professional services firms.

That’s When I Pivoted

I made a big decision:

To step out on my own and help other firms succeed as a Fractional Integrator.

I partner with visionary leaders who are ready to grow but are overwhelmed by the day-to-day. I help by:

1. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗻𝗴 with visionaries to define and drive growth

2. 𝗧𝗿𝗮𝗻𝘀𝗹𝗮𝘁𝗶𝗻𝗴 ambitious ideas into executable strategies

3. 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗻𝗴 momentum and traction across every area of the business

If you’re running on EOS and feeling stuck in the day-to-day…

📩 Let’s talk. You don’t have to do it alone.