Helping professional service firms prosper and thrive

Call 503.913.0499 Email Jo


Consulting, Coaching and Speaking

We help professionals who want to build dream practices and live fuller, richer lives with courage, clarity and focus.

 Jo Smith Associates can help you achieve these goals and more.

  • Build a strong, cohesive team 
  • Attract and retain top talent
  • Improve productivity and profitability
  • Attract and retain great clients
  • Live a fuller, richer life  

We help leaders achieve their potential using the following steps:

  • Assess your current situation.
  • Identify your desired state.
  • Create powerful goals that are consistent with your purpose and passion.
  • Design strategies and action steps to achieve your most important goals.
  • Implement your plan.

Sound simple?  

It is, until life and the details get in the way. With our experience in leadership, business and people, a variety of tools and techniques we have acquired and designed over several years, we can help you and your business achieve your potential.

Call 503.913.0499 to schedule a conversation.

Jo Smith CMCA
Consultant, Coach and Speaker

I consult, coach and speak for one reason:

I love helping people succeed. 

-Jo

Latest News and Insights

All Articles

  • Your Best Leadership Self

    ByLinda Linda

    Bringing out the Best in Yourself and Others Are you doing what you do best every day? Research shows that people who answer yes to this question are more satisfied, productive and profitable, so asking it throughout your organization is more than a nice thing to do. It’s a smart thing to do. Begin with yourself. What are your…

  • They’re Here! Managing Multiple Generations

    ByLinda Linda

    They’re Here! Managing Multiple Generations was published in the NWPPA Bulletin in September 2026. Generational theory tells us each generation is shaped by significant events that occur during that generation’s formative years, approximately ages 10-18. Understanding this can help you embrace generational differences, even without knowing what those shared events were. Be open to their…

  • Lucky Woman

    ByLinda Linda

    Today, I’m going to diverge from my usual business focus and share some personal stories about luck. While the stories are personal, recognizing and appreciating good luck is fundamental to professional success and personal happiness. At a high school graduation I recently attended, the final speaker told the audience, “There’s no such thing as luck!” What? These young…

Outcomes worth talking about.

  • Professionalism, insight, intellect

    “Jo Smith offers a rare combination of professionalism, insight, intellect and empathy that truly make her a ‘coach’s coach’. She takes the time to understand her clients, their particular aspirations, pressures and obstacles, customizing her approach to draw on their strengths and passions. I only wish I had enjoyed the benefit of her teachings earlier in my career.”
    Mark Long
    Managing Partner of Schwabe, Williamson & Wyatt,
    Attorneys at Law

  • My career has flourished since working with Jo!

    “It is difficult for me to take everything Jo has done for me and turn it into a few meaningful sentences.  I could write a book.  Over the past several years, I have had the privilege of working with Jo on several occasions.  She has the unique ability to meet me where I am and then guide me over the hurdles, most of which are self-imposed, that have made it difficult to be the leader I aspire to be.  My career has flourished since working with Jo!”
    Alan Ford
    Wealth Advisor, Key Bank

  • Extremely valuable to me, to my organization and the people within it

    “As a consultant for more than four decades, I am fully aware of the value, or lack thereof, that a consultant can bring to an engagement.  My experience with you and the depth of your experience, your easygoing manner, remarkable insight, and thoughtful advice has been extremely valuable to me, to my organization and the people within it.  The test for any truth is experience and I can certainly say that my life is fuller, our business will have its very best year by a long margin, and the progress is clearly measurable.”
    Dave Leland
    Managing Director of Leland Consulting Group

  • Your skills are amazing!

    “I have been involved with many nonprofit groups over the years and have participated in many strategic planning sessions, but have never worked with a leader as well prepared and able as you.  Your level of preparedness and ability to bring our diverse group together, allowing each voice to be heard, is the reason for our successful strategic planning.  Your skills are amazing.  I would not hesitate to recommend you to anyone seeking organizational development expertise.”
    Kate Brooke
    Corporate Counsel of RE/Max Equity Group, Inc. and President of the Pittock Mansion Society Board

  • Jo brings pragmatic insight and advice

    “No matter where I focused, Jo was there to offer insight, guidance and inspiration to go higher and achieve more.  Jo brings pragmatic insight and advice as well as the gift of motivation.  She helped me to see what was in my way, formulate a plan to move beyond it, and take steps toward building the life and practice that once seemed impossible.”
    Tamsen Leachman
    Shareholder, Littler Mendelson

  • Our meetings and your assistance helped me

    “Our meetings and your assistance helped me to gain the following:
    a) Increased understanding of the importance of goal setting and how to set effective goals (that have personal meaning and purpose),
    b) Better self-awareness of both my strengths and weaknesses, along with action steps and tips to address and overcome weakness and the self-confidence to acknowledge and see value in my strengths,
    c) Perspective that only a third party can provide; open dialogue, a sounding board, helpful feedback.  Without this, I don’t think I would have gained the deeper understanding into the topics that we discussed…,
    d) A helpful and gentle push…[as a result] 1) I accomplished action steps 2) I was successful in delegating because it was logically the only solution to getting both client work done and my action steps accomplished without overexerting myself,
    e) Helpful resources on the topics of communicating, goal setting, delegating, marketing, time management and book recommendations,
    f) Cohesion and clarity in understanding the “big picture” and how the pieces fit together.”
    Amy Jessup
    CPA, Shareholder, Moss Adams