The window of opportunity is quickly closing for accountants to reposition themselves as trusted, valued, and relevant advisors to their clients. The pandemic sped up the process, and now with many clients desperately
needing more consulting help than ever, accounting firms, accountants, and CPAs have the opportunity to present themselves in a whole new way.

Firms should focus on making the intangible tangible – showcasing their people, the various services they are able to provide, and the solutions that can offer. The old referral model is quickly becoming outdated, so as a firm, you’ll want to create a digital showroom to maximize success and keep clients and prospects under your own pipeline instead of someone else’s. In this episode, Paul walks us through how his company’s virtual family office is set up.

On LIFT each week, viewers can #AskPaul anything! Evolve Now’s time traveler, Paul Latham, Principal at Haydenrock Solutions, gives us the answers from the future that we need to become a valued and relevant
advisor of the 21st century by answering these critical questions.

Message us on any of our socials or tweet @EvolveNowOnline with #AskPaul to have a question answered on
a future episode!