This webinar shows CPA firms how to develop their vision and plan in various areas like tax and estate planning, budgeting, financing, being a sounding board, and more. In this webinar you will learn how to make the plan happen.

Presenter, Paul Latham is a serial entrepreneur who qualified as a Chartered Accountant with Latham Crossley and Davis (which eventually became Lathams Chartered Accountants), becoming a Partner in 1986 and Head of Business Services in 1993.

While at Lathams, Paul started to develop the business planning process which is today at the core of The HaydenRock System™. Those processes were developed with the aim of helping business owners to clarify their direction and maximize their business potential. Paul emigrated to the USA in 2011 and has developed several business interests, including being a founding member of HaydenRock Solutions.

 CPAs who are thinking about Transitioning to Business Advisory Services 

CPAs who want to better Engage their Business Owner Clients

CPAs who want to better sell Business Advisory Services (to Business Owner Clients)

Understand why Coaching is important (to deliver Business Advisory)

Understand why a System is important (to deliver Business Advisory)

Understand why CPA Confidence is important (to deliver Business Advisory)

Understand why Changing Client Perception of CPA is important (to deliver Business Advisory)

Understand that Selling Business Advisory is a Process (not a single act)

Understand better what Type of Business Owner Clients are most likely to Buy Business Advisory Services