The Most Important Project
You'll Ever Work On . . .

Is You
0+

Years Teaching,
Coaching & Mentoring

0K+

Professionals
Served

Global

Live & Virtual
Reach

Most professionals know how to build a career.

Few have been taught how to build themselves.

That's why so many high achievers find themselves feeling stuck, overwhelmed, frustrated, or wondering why success still doesn't feel the way they expected.

The answer is NOT working harder.

It's becoming the person capable of creating—and sustaining—the life you want.

At BEyondCPE™, we help professionals develop the habits, mindset, skills, and self-awareness needed to grow personally, professionally, and purposefully.

Because lasting success starts

from the inside out.

After decades as CPAs, instructors, executives, coaches, and mentors, we've realized something important:

 

Most development programs focus on what to do rather than who we are becoming.

That's why we created BEyondCPE™ — Continuing Personal Evolution™.

 

BEyondCPE™ is built on a simple belief:

The most important project you will ever work on is not your profession. It's yourself.

― Jacquie Songer and Chris Martin, Co-founders, BEYOND CPE

Through practical tools, proven principles, and meaningful self-reflection, we help you expand self-awareness, resilience, confidence, and self-leadership—creating greater harmony in every area of life.

Our courses, coaching, and community help you define your purpose, accelerate your growth, and strengthen your capacity for self-leadership.

Because the life you want is created
by the person you become.

 

Who you're becoming matters.

WHAT WE DO

We help you go Beyond Continuous Personal Evolution™(CPE) to help you move from drifting through your career to leading with clarity, purpose, and confidence.

WHO WE HELP

We are the only professional development company that merges continuous education with Continuous Personal Evolution™ — helping financial and accounting professionals achieve success with fulfillment.

Here’s How We Do It

We take you through a series of programs specifically designed to meet you at the personal development stage you're at.

Call to Adventure

Identify what’s holding you back.

The Disruptor

Break through limiting patterns and rebuild purpose.

Seizing the Sword

Create new habits, identity and alignment.

Reward & Route Home

Lead yourself — and others — with authenticity and peace.

Infused by our Signature

RADAR™ Method

Recognize. Accept. Decide. Act. Rise.

RADAR™ is BEyondCPE’s signature personal-evolution framework designed to help you move from drifting through your career to leading with clarity, purpose, and confidence.

RECOGNIZE

Become aware of where you are, what’s not working, and the patterns that have been driving your results. Recognition creates the consciousness needed for transformation.

ACCEPT

Release resistance by accepting your current reality without judgment. Acceptance opens the door to growth and removes the internal friction that keeps you stuck.

DECIDE

Choose—intentionally—the direction of your next chapter. Decision is the turning point where clarity meets commitment, and drifting ends.

ACT

Align behavior with intention. Small, consistent, purpose-driven actions build momentum and begin reshaping identity, results, and impact.

RISE

Step into the elevated version of yourself. Rising is the integration of new habits, new beliefs, and new outcomes, creating a sustained level of leadership from the inside out.

At BEyond CPE, we believe that success is not another credit hour. It’s clarity, confidence, and purpose.

Break Free from Stress.

Navigate into Purposeful Action

The Self-Paced, On-demand Stress Reset for High-Achieving Professionals

$599 | ~3.5 Hours Total | Self-Paced On-Demand | Immediate Access

You Already Know It’s Time

You’ve achieved success by every external measure — and yet the way you’re operating isn’t sustainable.

The stress. The pressure. The mental noise that doesn’t quiet down even when you do.

It doesn’t go away on its own. It compounds — until something forces it to stop.

Beyond Stress gives you a different path. One where you don’t have to burn out to break through.

You’ll walk away with:

  • Break the stress loop before it leads to burnout

  • Understand the neuroscience that influences your stress response

  • Shift from reactive pressure to intentional decision-making

  • Identify and eliminate the habits that no longer serve you

  • Stop drifting — and start leading yourself

Includes:

  • 10 On-Demand Modules designed for immediate application

  • Implementation Guide to integrate what you learn into daily life

  • Course Bonus Materials

  • 6 Months Membership - BEYOND STRESS™ Community

    Private access to a like-minded network of professionals focused on growth, stress reduction,

  • SOS™ Reset Kit
    Your On-the-Go Stress Regulation System for High-Pressure Moments
    ✓ SOS™ 5-Minute Reset
    ✓ Nervous System Reset Audio
    ✓ Before-the-Meeting Reset
    ✓ After-Conflict Reset
    ✓ End-of-Day Recovery Reset

Total time commitment: ~3.5 hours. Fully self-paced. Immediate access.

Available Now!

Align Your Habits, Choices, and Actions with the Persons You want to Become

$1,499 | Live Learning + Group Coaching

Break Patterns. Build momentum. Become Unshakable.

BEyond LIMITS™ is not a productivity course. It is not a stress management seminar. It is a structured, identity-level transformation experience — purpose-built for those who are outwardly successful but internally drifting.

Over six months, you will be guided through a system that integrates modern neuroscience, behavioral psychology, and timeless scientific success principles to build the one capability most leadership training ignores:

The internal self-leadership operating system for the whole you!

This is not about working harder. It is about leading yourself — with clarity, direction, and purpose — so external circumstances no longer lead you.

You’ll learn to:

  • Identify hidden habits and mindset loopsuck

  • Replace self-sabotaging patterns with empowering routines

  • Cultivate daily self-discipline

  • Define your Definiteness of Purpose

Includes:

Time Commitment: 2 hours/week + integration

  • 2x/week live sessions (1 hour each) for 6 weeks

  • Mix of training, coaching & Q&A (with replays available)

  • Guided Disruptor Workbook + Transformation Journal

  • Bonus video content & ongoing group support

Coming fall of 2026

Elevate from Success by Default to Success by Design

$5,999 | 4-Month Deep Dive Personal Mastery Program

Where science meets transformation.

This is not a course. It is a calling.

BEyond ACHIEVEMENT™ is a weekly group mentorship program designed for professionals who have outgrown ordinary personal development — and are ready for something that goes deeper.

 

Each week, members gather for a live mentorship session that goes beyond tactics and templates. We explore the science of personal success, the formation of lasting legacy, and the definiteness of purpose that separates those who achieve from those who truly transform.

This is the program for the professional who already has the career — and is now building the life.

What you’ll experience:

  • One week on each of the 14 principles

  • Deep reflection, real-time application, and accountability

  • Live coaching, implementation labs, and success planning

  • Professional & personal breakthroughs that last

Includes:

  • Weekly 90-min sessions (live or on replay)

  • Peer group masterminds

  • Success strategy tools & planning templates

  • Leadership mindset integration work

  • Private online community for connection & support

Time Commitment: 2–3 hours/week

Outcome: A life aligned with your highest values, potential, and purpose

Coming Early 2027

$129/month | Ongoing Membership Program

Sustain your growth. Expand your leadership. Stay connected.

Level 4: Accelerate

Transformation happens faster with the right guide beside you. Through private coaching and mentorship, you'll receive personalized guidance, focused support, and practical strategies tailored to your unique goals, challenges, and aspirations.

Work one-on-one with Chris or Jacquie to deepen your growth, overcome obstacles, and create lasting change.

You’ll receive:

  • Weekly live mentorship & group coaching sessions

  • Ongoing personal growth teachings + Q&A

  • Guided professional book study series

  • Accountability prompts and goal tracking

  • Connection with a like-minded, growth-oriented community

  • Exclusive content and leadership guest sessions

Perfect for:

  • Graduates of any prior programs

  • High performers who want to stay connected and growing

  • Professionals seeking a safe, inspiring space for reflection and challenge

Time Commitment: 1 hour/week

Cancel anytime — stay as long as you grow

Meet Your Mentors →

― 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

IT'S NOT YOU IT'S YOUR METHOD

“My current support system is enough.”

Many professionals believe that with enough effort or determination, they can create lasting change on their own. But willpower is a limited resource—especially under pressure. Without intentional systems, mindset shifts, and personalized support, even the most motivated individuals often revert to old patterns. It's also important to recognize that company support structures are often designed to serve the goals of the organization, not necessarily the growth of the individual.

“I just need more continuing education or training.”

While professional education has its place, it’s not the same as personal transformation. Knowledge alone does not lead to change. Lasting growth comes from deeper work—such as shifting identity, building emotional resilience, and rewiring deeply held beliefs. True development integrates both learning and internal alignment.

“I should be able to do this on my own.”

There’s a persistent myth that personal growth should be a solo journey. But transformation thrives in connection—with mentors, coaches, and communities that offer perspective, accountability, and support. We are often blind to our own limiting patterns, and guidance from others helps us see what we cannot see ourselves.

“I just need to change my job or environment.”

A new environment can feel like a fresh start, but it rarely creates deep change unless inner transformation occurs. Without addressing the beliefs, habits, and mindset that drive behavior, old patterns will simply follow you into new settings. Sustainable growth begins from the inside out.

Paradigm shifts are necessary to create new and lasting success (nothing changes if nothing changes)

Our courses, coaching and mentorship will support the professional to be successful in EVERY aspect of your life and career, basically “360-degree success”

What We Stand For

At BEyond CPE, our values guide everything we teach and live by.

Our vision is to serve our professional colleagues by harmonizing the concepts of personal and professional development through coaching and mentorship.

Authenticity

We lead with transparency, truth, and heart.

Purpose

We help others discover their “why” — and live it daily.

Transformation

We don’t teach change; we guide evolution.

Harmony

We replace the illusion of balance with genuine integration of work and life.

Integrity

We do what’s right — not what’s easy.

Joy

Because life is meant to BE fun.

The Grounded Guide

Christopher K. Martin, CPA

Co-Founder | Certified Coach | Mentor | Speaker

If you’re looking for calm clarity in a chaotic world, meet Chris Martin — a former CFO turned certified leadership coach through the Napoleon Hill Institute.

After decades in high-stakes finance and leadership, Chris knows that professional success without personal alignment leads to one thing: burnout. Now, he helps accounting and finance professionals rediscover purpose, peace, and passion in their work and life.

Through BEyond CPE, Chris merges business mastery with mindfulness — blending deep experience, empathy, and timeless success principles to guide others toward authentic fulfillment.

“I help leaders move beyond the check-the-box culture of continuing education into a space of clarity, confidence, and conscious living.”

When he’s not coaching, Chris is an adventure traveler, yoga devotee, and dog dad to four pups — living proof that success can be joyful, meaningful, and free.

The Soulful Leader

Jacquie Songer, CPA, MS

Co-Founder | Personal Development Educator | Leadership Coach | Speaker

IJacquie built an extraordinary career as a C-suite leader in finance — before her own health and burnout forced a reckoning.

Her journey from corporate exhaustion to holistic empowerment inspired the creation of BEyond CPE, a place where professionals learn not just to perform, but to thrive.

As a yoga and wellness practitioner, Jacquie infuses every program with authenticity, compassion, and practical tools for real-world transformation.

She teaches that when you align your purpose with your profession, you don’t just change your career — you heal your life.

“Life aligns with a clear and definite purpose — and I help people rediscover theirs.”

Today, Jacquie’s work empowers high-achievers to move from surviving to soaring, balancing ambition with authenticity, and finding true harmony between leadership and life.

Transformation in Action

Hear what our clients are saying

You’ve mastered the metrics.

Now it’s time to master meaning.

At BEyond CPE, we don’t just develop your skills — we help you rediscover your soul.

✨ The next level isn’t a promotion.

It’s personal evolution.

Frequently Asked Questions

Title or Question

Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.

Title or Question

Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.

Title or Question

Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.

Terms and conditions | Privacy Policy | Disclaimer

© 2026 BEyond CPE | All Rights Reserved