Tara Whitney

CEO and founder at White Birch Advisory

Professional Training and Coaching

Education: University of Massachusetts, Amherst - Certified Public Accountant certified in Massachusetts
Portsmouth, NH, USA


Tara Whitney coaches female leaders to maximize their performance by improving their executive presence. Clients often hire Tara when they’re challenged by perfectionism, people-pleasing, and impostor syndrome. She draws upon her training with the Gestalt International Study Center and her extensive business and entrepreneurial background when working with her clients.

Tara started her career as a CPA working for one of the Big 4 public accounting firms and then worked in corporate accounting for over fifteen years. Tara has founded and grown several businesses, including an accounting consulting firm and a yoga studio. Tara is a fractional CFO, speaker and two-time published author.


All things outdoors! Hiking, paddle boarding, and snowshoeing, snowboarding.
Travel (often to visit my children).

I am willing to travel

Up to 100 miles

When it comes to payments

I sometimes get paid for speaking


cpa personal growth burnout prevention professional growth development selfdevelopment wellness at work confidence perfectionism visibility professional visibility impostor syndrome finance

Example talks

Invest in Your Mental Health and Avoid Burnout

For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals.

Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one’s job and reduced professional efficacy. It has become so pervasive that it’s now recognized as an occupational phenomenon by the World Health Organization.

To reignite your enthusiasm at work, you don’t necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career.

Program Content:
The major topics covered in this course include:
How to recognize burnout and evaluate where you are on the burnout scale.
How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.
How mindfulness can reduce stress and save time.
Silencing the critical inner voice.
Tools to help you become more attuned to your needs and emotions.
How attending to and regulating your nervous system impacts your mood and well-being.

Learning Objectives:
After attending this presentation, you will be able to:
Create a short daily routine that will increase your energy and focus.
Identify the obstacles that get in the way of you investing in your mental health.
Practice setting boundaries at work and home so you can focus on your priorities.

This course is for any CPA that wants to improve their health and well-being. This course is especially for the female CPA that feels especially stressed and overwhelmed and would concrete solutions to change the way they work and care for themselves.

Beyond the Numbers: Success Strategies for Female Finance Leaders

Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you’ve demonstrated yourself as an excellent tactician, you know how to get the job done and do it very well on your own. Yet, what got you to your current level of success, won’t get you to the next level.

It’s time to change the way you think and operate in your role. You need to move from doer to leader. You’re familiar with the saying that if you want to go fast, go alone, if you want to go far, go together.
In this workshop, you’ll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally.

This workshop is for emerging and established female finance leaders that feel stuck and want to improve their performance and strategic impact.

Program Content:
The major topics covered in this course include:
How to increase your visibility instead of flying under the radar.
Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.
How your inner critic operates and how to silence it.
How to build a network of community support and mentoring.
What impostor syndrome is and how it may be holding you back.

Learning Objectives:
After attending this presentation, you will be able to:
Create a three step plan that allows you to be a more strategic and influential leader.
Practice increasing your confidence even in the most uncertain situations.
Determine your next step to build a supportive and engaging community around you.