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

Ask Paul – A Look Into the Future Episode 54 – Getting Future Ready

What does your Accounting firm need to do differently to be more future-ready?  How can you leverage technology? Do you need a virtual team? What about billing for proactivity as a product? Paul Latham suggests there are 4 major areas of change Accountants need to focus on to succeed in the years ahead.   Thought Leadership  [...]

By |2020-08-14T16:16:31+00:00August 14th, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 54 – Getting Future Ready

Ask Paul – A Look Into the Future Episode 53 – Making the Shift

Is it time for you to make a shift in your business? Tax returns and compliance work are quickly becoming a commodity, and it is more clear than ever that change is inevitable. It's not just about being a typical Accountant to your best clients as they want more from you than you presumably ever [...]

By |2020-07-31T19:46:00+00:00July 31st, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 53 – Making the Shift

Ask Paul – A Look Into the Future Episode 52 – Expert Zone Positioning

Traditionally, when a client requested help in an area outside of their expertise, Accountants could make a recommendation. This method is a 20th-Century reactive model and lacks quality control. In the 21st-Century, Accountants can provide clients easy access to a virtual team of experts or specialists if and when they decide to start their proactive planning process.  When introducing a new forward-looking approach, there are [...]

By |2020-06-30T14:42:39+00:00June 30th, 2020|Blog Posts|Comments Off on Ask Paul – A Look Into the Future Episode 52 – Expert Zone Positioning
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