Improve the Professional. Transform the Firm. Reinvent the Profession.
XcelLabs gives accountants the skills, tools and support to grow into the leaders their firms need. Because advisory isn’t just a product. It’s a relationship. And it starts with the person delivering it.
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What We Do
XcelLabs helps accounting professionals become the kind of leaders their firms — and the future — need. We believe:
XcelLabs Academy:
AI-first training in leadership, strategy and advisory
Navi™:
AI-powered tech solution that turns unstructured data into insight and becomes a realtime coach
Strategic Consulting:
Walking with you to train your team, refine your model and scale what works
We’re not here to tweak old models. We’re here to build what comes next.
Through a modern blend of training, tools and consulting designed to change how the profession works — starting with the people inside it – we help through:
Which Path Is Right for Your Team?
Every firm wants to grow. But not every team is ready in the same way.
That’s why XcelLabs offers two powerful entry points, both are grounded in AI-powered transformation and designed to build the human before the system
Path 1: Soft Skills First
For teams learning to lead conversations
Looking to offer more advisory? Start with tone, confidence and connection
Real-time feedback after client calls
Coaching on presence and communication
A safe space to build trust and confidence
Path 2: Advisory at Scale
For firms ready to lead the future
Already offering advisory? Now scale it fast.
In-the-moment training during client work
Tools that help your team listen, learn and lead better
Nudges to reinforce advisory behaviors
About XcelLabs
Founded by Jody Padar and Katie Tolin, XcelLabs is a training and technology platform designed to help accounting professionals grow into the future. It’s our belief that if we change the accountant, the accountant will change the firm and this will then change the profession.
That’s how we build AI-X(SM) firms…
Where human insight and AI power unite to create Xcellence.
