Flowing Toward Your Success with Purpose
Helping Attorneys, CPAs,Actuaries, Firm Leaders, and Insurance Agents find a clear, steady path to consistent revenue—without losing balance or purpose.
Empowering Insurance Executives and Regulatory Counsel to navigate compliance with confidence and ease.
Every great business starts as a trickle of opportunity. You’re committed to growing with purpose, integrity, and impact—without sacrificing what matters most. Whether your focus is strengthening financial processes and mitigating risk or building a book of business to reach your goals, you deserve tailored strategies that bring clarity, confidence, and results. Your success isn’t just about numbers; it’s about creating a life and career that align with your values and aspirations.
The Success Path to Flow with Clarity, Confidence and Impact.
Headwaters: Clarify Your Direction
Define your growth goals, what “success” looks like for you, and the challenges standing in your way.
Even the biggest rivers start as small springs. Growth begins in clarity. You set the foundation: what matters, what you stand for, and where you’re going. In business, this is where vision, values, audience clarity, and measurable success take shape.
Sustainable growth comes from aligned beginnings, not random tactics.
Success flows from a strong foundation, not quick fixes.
Current: Chart Your Course
Together, we create an actionable plan that fits your reality, daily actions, measurable goals, and clear direction.
A river doesn’t fight the landscape; it reads it and moves with intention. In business, this mirrors designing a strategy that matches your strengths, bandwidth, market, and season of business.
Intentional strategy outperforms relentless hustle.
When your plan fits your reality, progress feels natural and fast
Flow: Sustainable Growth
Enjoy consistent growth while maintaining balance, integrity, and fullfillment.
When a river gains momentum, its flow becomes powerful and unshakeable. This metaphor aligns with building systems, refining messaging, and compounding progress through repeatable actions.
Momentum is built through steady rhythm, not frantic speed.
Consistency creates power; clarity keeps it flowing.
Two Streams, One Current of Growth – Learn More
Whether you are strengthening your firm’s financial reporting or expanding your book of business, both paths lead toward lasting growth, clarity and purpose.
Business Advisory Service
For CEOs, CFOs, and chief audit executives facing growth and shifting insurance regulations, our Business Advisory stream delivers holistic compliance insight. Like a strong current, we help you advance with confidence, purpose, and precision.
· Insurance Companies
· MGUs and MGAs
Business Development Training
For professionals who excel in their technical skills and client service and are ready to build or expand their book of business to advance their careers. For Firm Leaders who want to transition business development skills and success to their teams.
· Attorneys
· Certified Public Accountants
· IT Consultants
· Actuaries
· Insurance Agents
· Firm Leaders
About Smith Creek Consulting
Founded by Lisa Rector, CPA, CIA, CFE, FLMI, a seasoned executive with extensive experience in developing her own multiple seven-figure client base, transforming accounting departments, and designing and executing compliance programs.
Smith Creek Consulting helps professionals like you grow revenue without sacrificing balance or integrity.
