Business & Boundaries for Better Time Prioritization and Work-Life Balance (Self-Study)

Transformation Area

Learn how to identify the importance of detoxing from work-related stresses by setting boundaries and taking breaks, implement a practice of self-reflection, and identify the benefits of journaling.

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Offered By:


Dr. Bryan Coleman CPA, PCC


Geraldine Carter


Guest Speaker:
Texlin Quinney


1 Hours





Content Type


Course Overview

In this self-study course, our panelists will share information and examples of the impact positive leadership styles can have on an organization from its people to the bottom line; and how as a leader you can better advocate for your team through clearer boundaries for better time prioritization and work-life balance. So that in the end, not only is the work prioritized, but each individual’s care is prioritized as well. After all, your organization is only as good as its people.

After completion of this course, participants will be able to:

  • ​​​Evaluate factors leading to burnout in public accounting and what leaders can do to mitigate burnout and turnover
  • Describe how small changes and mindset can make a big impact for staff members and managers
  • Identify ways to prioritize employee work-life balance
  • Demonstrate healthy boundaries with clear and open communication


Authors: Dr. Bryan Coleman, CPA; Geraldine Carter; Texlin Quinney, PHD, CPA, PMP
Intended Audience: CPAs and other business professionals who are seeking to learn more about how to understand the importance of self-care.
CPE credit(s): 1
Field of Study: Personal Development
Prerequisite(s): None
Program Level Knowledge: Basic
Course Delivery Method: QAS Self Study


No advanced preparation needed to attend this course. No prerequisite knowledge is required to be successful in this course.


For online programs, including self-study, participants must receive a passing score of 75% or above on the course assessment exam. Upon successful completion, CPE certificates will be emailed to the address used to register for the course.


For all programs (i.e., group live events, virtual webinars, and online programs), all sales are considered final unless the program has been cancelled (refer to PROGRAM CANCELLATION POLICY). Refunds are not issued if attendees fail to attend or do not complete the required actions to earn CPE credits (e.g., complete all required attendance checks during a webinar).

  • To receive a full refund, registrant cancellations must be made 10 business days prior to the presentation date. There is a 20% administrative fee for cancellations received within less than 10 business days.
  • No refund will be issued for registrant cancellations received within one business day of the presentation. You may instead provide a substitute attendee.
  • No refund will be made in the case of a no-show registrant.


The Center for Accounting Transformation is committed to complete customer satisfaction. It is our desire to fully meet or exceed client and participant expectations. However, if for any reason participants believe that their program needs were not met, please email us at and we will discuss your options for rectifying the situation.

For more information regarding administrative policies such as complaints and refunds, please contact us at


To register: Go to and follow the steps:

  • Click on “Learning Center” then “View our courses”
  • You may either type in the name of the course, or scroll down and select “Self study” under “Learning Type”.
  • Once you find the course you want to register for, click on “Learn More”
  • Click on “Access this course” to add this course to your cart.

Course publication 2023

Learning Objectives

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