Ask Paul – A Look Into the Future – Moving into 2021

2020 was a wild ride, to say the least! As we move into 2021, it’s the perfect time to reflect on the past changes in the Accounting industry and future opportunities. Paul Latham shares the steps Accountants can take to make the most of this year and the years ahead in this episode of A [...]

By |2021-01-27T14:46:50+00:00January 27th, 2021|Blog Posts|Comments Off on Ask Paul – A Look Into the Future – Moving into 2021

Ask Paul – A Look Into the Future Episode 63 – Building Habits Drives Proactivity

How can you get your team to be proactive? It's all about leadership. Years ago, a "command and control" style worked well with employees, as you could tell them what to do...and they did it! Today, employees need to be involved. They want to be more collaborative and know the reasons why they're doing what [...]

By |2021-01-11T20:07:30+00:00January 11th, 2021|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 63 – Building Habits Drives Proactivity

Ask Paul – A Look Into the Future Episode 62 – New Tools

What tools does your firm need to thrive in the 21st-century? If you are providing business advisory services, the more you can define the services you provide, the better.  Using a diagnostic tool to identify client needs and what's important to them can help make your proactivity feel more real. Another essential tool is the [...]

By |2020-12-22T17:59:14+00:00December 22nd, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 62 – New Tools

Ask Paul – A Look Into the Future Episode 61 – The Right Way or The Wrong Way

What's the best way to run your Accounting business? Is the right way to have Accountants lead the way? Or should your business be run by professionals who have their respective expertise in growth, marketing, HR, operations, etc? Paul Latham spells out why running a proper business with the right team can help you advise [...]

By |2020-12-18T22:33:34+00:00December 18th, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 61 – The Right Way or The Wrong Way

Ask Paul – A Look Into the Future Episode 60 – The Boiling Frog

Have you heard the story of the boiling frog? If you drop a frog in boiling water, it will jump out; but if you put a frog in water and gradually raise the heat, it will not realize that it is cooking. The analogy of the boiling frog, in this example, can be applied to [...]

By |2020-11-30T23:15:39+00:00November 30th, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 60 – The Boiling Frog

Ask Paul – A Look Into the Future Episode 59 – Strategic Alignment Done Right

This week, special guest, Tyler Furger, CFP of Illumine Financial, walks us through a case study of how to create overall strategic alignment for a business. Tyler covered some hot topics like:  Creating a strategic focus and shared vision between key employees & shareholders Methods to overcome the talent shortage  Structuring growth & equity plans  [...]

By |2020-10-09T17:55:50+00:00October 9th, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 59 – Strategic Alignment Done Right

Ask Paul – A Look Into the Future Episode 58 – The Trend You Are Missing

We've seen an increasing trend in 2020 - Accountants being collaborative in their approach to providing the best possible solutions for their clients. Collaborative not by working with other Accountants, but in fact, partnering with Financial Advisors. It's not about abiding by the broken 20th-century referral model of an Accountant referring to an Advisor and [...]

By |2020-10-02T18:26:28+00:00October 2nd, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 58 – The Trend You Are Missing

Ask Paul – A Look Into the Future Episode 57 – Path Forward

In 2020, we have had to learn to accept going virtual and solidify our intangibles. Although this may have always been in our near future, Paul Latham suggests the pandemic has accelerated the process of change and shortened it by a few years. So as we move on the path forward, do we continue to [...]

By |2020-09-22T18:41:09+00:00September 22nd, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 57 – Path Forward

Ask Paul – A Look Into the Future Episode 56 – Mergers and Acquisitions Options

Many factors go into deciding what you ultimately want to do with your business.  Paul Latham suggests that there are typically two strategy options: growth (change) or destination planning. If you're unsure what you prefer, start by thinking about the 3 Ingredients of Business Success - Vision, Plan, and Desire.  Do you want to transition your firm to [...]

By |2020-09-01T17:19:55+00:00September 1st, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 56 – Mergers and Acquisitions Options

Ask Paul – A Look Into the Future Episode 55 – Experts in Action: Cost Segregation

As Accountants become the Most Relevant Advisor and proactively help their best clients, there may be times they need to bring in an expert. Introducing an expert allows the Accountant to extend their team and add additional value so that they can help their clients in areas far beyond traditional Accounting without the risk of [...]

By |2020-08-20T18:36:39+00:00August 20th, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 55 – Experts in Action: Cost Segregation
Go to Top