Case Studies : What We Have Done!
Client Case Study: CCK Strategies
Industry: Accounting
Featuring: Jeff Frable (Partner), Jim Hicks (CFO/COO), Kyna Leyva (Partner)
THE CHALLENGE
CCK Strategies, a top-tier accounting and consulting firm, was experiencing growing pains across leadership and operations.
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Executives lacked structured systems for aligning personal performance with firm metrics
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Leaders were stretched thin—especially working parents like Kyna
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Mid-level leaders were under-leveraged due to a lack of visibility into firm-wide initiatives
“Honestly I was at the end of my rope. If this didn’t work, I didn’t know what I’d do.” – Kyna Leyva
“We knew our people were good—but we weren’t aligned.” – Jeff Frable
“I was skeptical at first, but what we were doing wasn’t working.” – Jim Hicks
THE SOLUTION
CCK implemented Life Pulse's coaching and development system across multiple levels:
Life Pulse Solutions Deployed
Executive Coaching (3+ leaders)
Optimization Overhaul Workshop (for full staff & leadership team)
Weekly LP Planner system
Coaching focused on alignment, awareness, and accountability
Key Strategies Used
Personalized time-blocking systems
Defining job-critical tasks
Real-time KPI tracking and goal setting
Empowering second-tier leadership
THE RESULTS
Quantitative Wins
Charge hours ↑ 14%
Revenue ↑ 24%
Realization ↑ 10.2% (81.6 → 91.8%)
WIP & AR ↓ 6%
Organizational Wins
Two leaders elevated to next-level roles
Executive buy-in across coaching tiers
Mid-level leaders more engaged and empowered
Company-wide structure via LP planning
“The coaching helped bring structure and peace to my chaos.” – Jeff
“We now have leaders who don’t just perform—they raise the whole organization.” – Jim
THE IMPACT
Personal Growth
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Kyna rediscovered joy in work and found time for her family
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Jeff aligned his planning style and created time for what matters
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Jim saw his executives grow across all areas of life
Cultural Shift
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From isolated leadership to shared, aligned performance
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Empowerment at every level
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Coaching now seen as a development path—not a rescue mission
CLIENT ADVICE
“Only do it if you’re willing to be open-minded and challenged.” – Kyna
“Start with one executive—I bet you’ll add more.” – Jim
“I wish we had done it sooner.” – Jeff



