Private Coaching · BEyond CPE

Do Less, Become More

25+

YEARS

20,000+

HOURS

50,000+

SERVED

About Jacquie

From C-suite executive to Certified Global Coach.

Every chapter of Jacquie Songer's life has been building toward one purpose. A former Big Four CPA and corporate leader, her journey through severe burnout-related illness sparked a life transformation — leading her away from the corporate world, through a deep dive into personal development, and back with something no prestigious title had ever given her: complete clarity on her true calling and the personal success tools that traditional trainings never teach.

After two decades of coaching, mentoring, and speaking — live and virtually — Jacquie has worked with thousands of accounting and finance professionals across the globe. The truth she encountered along the way was undeniable: the industry was failing its people, demanding peak performance while providing none of the inner tools required to sustain it. As co-founder of BEyond CPE, she now combines that hard-won wisdom with science-backed success principles to help even the busiest professionals disrupt chronic stress and survival patterns — and step into sustained growth and fulfillment without sacrificing themselves.

Her approach isn't theoretical — she used these same frameworks to redesign her own life from the inside out, aligning her career with her deepest values and building a life with her husband, three children, and labradoodle in coastal New England that reflects exactly who she is and what she stands for. At the heart of everything Jacquie teaches is one simple truth: growth never stops, and it is never too late to start. If you're ready to stop drifting and start leading yourself with faith, enthusiasm, intention and purpose — you're in the right place.

― JACQUIE'S PHILOSOPHY

Forget work-life balance. Choose purpose-driven self-leadership instead.

Jacquie doesn't believe the conventional pursuit of "balance" serves us — because balance implies a constant tug-of-war between who you are and what you do. Instead, she teaches professionals to lead themselves from the inside out: to anchor every decision in a clear and definite purpose, so that work and life stop competing and start harmonizing. The result isn't balance — it's something far more powerful: genuine harmony, lasting freedom, stepping into becoming your most authentic self, and creating a life and legacy you are proud of.

Life harmony

True freedom

Lasting legacy

Authentic self-leadership

― 1:1 COaching with Jacquie songer

This is not about adding more to your plate. It is about stepping out of drift and into deliberate self-leadership.

the transformation

Most coaching conversations start with goals and action plans. We start somewhere more important: the gap between who you are right now and who you are capable of becoming. Because until that gap is honest and visible, no action plan in the world will get you where you actually want to go.

"Working with me isn't about doing more. It's about becoming more — so that everything you do carries a different weight, a different direction, and a different result."

Together we identify what is no longer aligned in your life and career, reconnect you to your purpose and core values, and build a new internal operating system — one that shapes how you think, decide, and lead every single day. This is not surface-level motivation. This is identity-level transformation. The professionals who work with me don't just solve a problem. They change how they operate entirely — and that change follows them into every area of their life.

― The Process

Jacquie's 1:1 coaching

process.

1

Discovery session

We begin with a deep-dive conversation to understand where you are, where you want to go, and what is standing in the way. No agenda other than honesty and clarity.

2

Weekly or bi-weekly 1:1 sessions

Conducted via Zoom, each session is structured but responsive — built around what is most alive and most urgent in your evolution right now. Over a client-driven period of time, sessions evolve to crafting a written definiteness of purpose and legacy vision.

3

Personalized frameworks & tools

You will work with reflection tools drawn directly from Jacquie's methods and proprietary systems, designed to be applied in real life — not just discussed in sessions.

4

Between-session support

Real challenges don't wait for scheduled calls. Ongoing guidance is available as you navigate decisions, disruptions, and breakthroughs between sessions.

5

Accountability that moves you forward

Not pressure. Not performance management. The kind of accountability that comes from someone who is genuinely invested in your continuous personal evolution.

― What you can expect

Honest, direct conversations

No flattery. No generic frameworks. Conversations that are real, compassionate, and entirely focused on your growth.

A space to think clearly

A confidential, judgment-free environment where you can examine your life, your patterns, and your purpose without noise or outside pressure.

Identity-level change

Not behavioral tweaks. A fundamental shift in how you see yourself, how you make decisions, and how you lead your life from the inside out.

Continuous personal evolution

The work doesn't end when the engagement does. You will leave with a framework for life-long growth that compounds over time.

― What Clients & Colleagues say

Real change, in their words.

Few people can help you discover your purpose the way Jacquie does. She asks the right questions, listens deeply, and guides you in designing a life and career that reflects who you truly are.

Kathie C., CPA, CFO

Jacquie takes complex concepts and simplifies them into practical insights that you can apply immediately. You will love learning from her, and you will discover a deeper sense of clarity and direction along the way.

Shawn O., CPA

Jacquie has a way of helping you uncover a path forward when life feels uncertain or complex. Through her coaching, she helps you create a vision for your future that is aligned with who you are and greater than you ever imagined possible.

Elizabeth M., Physician

Jacquie is deeply committed to help you recognize when you've been drifting and inspire the clarity, courage, and action needed to create a bigger future.

Eric C., Real Estate Executive

Jacquie has a rare gift for helping you gain clarity, grow with confidence, and achieve meaningful results. Having known and worked with her for nearly two decades, I can confidently say she has positively influenced thousands of professionals, including me.

Jex V., CPA

I’ve had the privilege of working alongside Jacquie Songer since 2011. I’ve witnessed the positive impact she’s had on so many professionals. Her authenticity, empathy, and ability to connect deeply with people creates an environment where you gain clarity, confidence, and the inspiration to pursue next level growth.

George T., Media Executive

― Beyond cpe

Your ability to rise is rooted in who you actually are.

What corporate training never taught you is that your capacity to become the best version of yourself — personally and professionally — is not found in another credential or a higher title. It is rooted in your ability to show up as your authentic self in every room you walk into. When you align your core values with your career, something fundamental shifts: your work is no longer something you do — it becomes an expression of who you are. Your purpose and your chosen field stop pulling against each other and start moving in the same direction. That alignment is not a soft idea. It is the most powerful competitive advantage a professional can develop.

The leaders who change everything are remembered for who they were — not what they achieved.

The most enduring legacy a leader can leave is not a list of accomplishments — it is the standard of being they set for everyone who comes after them. When you lead from authenticity and purpose, you don't just perform at a higher level; you give the next generation of leaders permission to do the same. You show them that rising higher is not about doing more — it is about becoming more. That is the legacy BEyond CPE is built to help you create: one measured not by what you achieved, but by who you were, and who you inspired others to become.

What Beyond cpe provides

The tools, frameworks, and coaching so that your professional excellence and your personal purpose finally work together, not against each other — and the legacy you leave is one built on your beingness, not just your accomplishments.

Jacquie Songer and Chris Martin, Cofounders, BEYOND CPE

― Beyond cpe

Start the Conversation

Tell me a little about where you are and what you're working toward. I'll be in touch to schedule a private, no-pressure conversation.

You are one decision away from surpassing your own limits.

― Jacquie Songer

Evolve Beyond What You Thought Was Possible

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