A Look Into The Future – Evolve Now: The Future of Accounting Content

Also known by the popular hashtag #AskPaul, LIFT features HaydenRock Solutions’ principal and advisory guru Paul Latham, who has spent his entire career pivoting firms from accounting services into advisory services. He did this himself with his own firm, by turning away from being a backwards-looking accountant, and focusing on being a forward-looking accountant. Even more so, the way organizations review their own structure and how they conduct business is an often overlooked aspect of managing and leading an accounting firm into the future.

By moving away from the reactive approach, and embracing the proactive approach, accountants and CPAs can become the relevant and valued advisor of the future to their clients. As the industry becomes increasingly automated, the methods, insights, and knowledge that Paul offers can provide instant inspiration for anybody in the accounting profession looking to advance and successfully transition into a valued role. Those interested in assessing their business strength can take the Firm of the Future survey and get an idea of how well their firm is equipped to handle the upcoming decade of drastic change in the profession. For any viewers that have questions they can tweet #AskPaul to @EvolveNowOnline on Twitter or email the questions they’d like answered on future episodes.

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Episodes

LIFT: Looking Back

We're flipping the script! Taking a journey back in time with the expert, to dive into the surprising differences between the US and UK accounting space. Join Paul as he takes us through, Looking Back, on a Look Into the Future! On LIFT, viewers...

Feb 14, 2024

LIFT: 6 Key Aspects of Business Advice – Part 3

You’ve seen parts 1 and 2 of our ultimate framework guiding your transformation into advisory services. Now, get ready for the final installment of our special 100th episode! Join Paul Latham in, Six Key Aspects of Business Advice - Part 3, on a...

Oct 05, 2023

LIFT: 6 Key Aspects of Business Advice – Part 2

Enjoyed part one of our ultimate framework guiding your transformation into advisory services? Get ready for part two of our special 100th episode! Join Paul Latham in, Six Key Aspects of Business Advice - Part 2, on a Look Into The Future! On...

Oct 04, 2023

LIFT: 6 Key Aspects of Business Advice – Part 1

Get ready for the ultimate framework to guide you through your transformation into advisory services. We’re bringing you a special three-part episode, to celebrate 100 episodes of LIFT. Join Paul as he takes us through the first installment of, 6...

Oct 03, 2023

LIFT: Coaching Others Made Simple

We've all experienced those moments of feeling stuck while tackling tasks. The key question is: where and what type of help do we need? Enter the readiness assessment tool. Join Paul Latham as he takes us through, Coaching Others Made Simple, on a...

Sep 07, 2023

LIFT: Growing the Firm Starts With a Plan

Do you have a plan to grow your firm? While it sounds simple, it first requires that you understand the 4 ways to grow a business. Join Paul Latham as he takes us through, Growing the Firm Starts With a Plan, on a Look Into the Future! On LIFT,...

Aug 21, 2023

LIFT: Breaking Down The Client Relationship Lead

You've seen the proactive planning team approach, now it's time to dig deeper, and look at one of the key roles, the client relationship lead. Join Paul Latham as he takes us through, Breaking Down The Client Relationship Lead, on a Look Into the...

Jul 14, 2023

LIFT: Proactive Pitch Meeting Part 2 – Q&A

How should you be positioning yourself to new prospects? We’ve seen the presentation - so lets dig in deeper, to understand how we can prepare ourselves for success. Join Paul Latham as he takes us through, Proactive Pitch Meeting Part 2: Q&A,...

Jun 01, 2023

LIFT: Proactive Pitch Meeting Part 1 – Setting the Stage

It’s important to be seen as proactive, and not reactive, especially when it comes to new clients. So, how should you position yourself for success? Join Paul Latham as he takes us through, Proactive Pitch Meeting Part 1: Setting the Stage, on a...

May 18, 2023

LIFT: Deep Dive – Creating Your Boutique Team

We’ve talked about the boutique approach and the benefits it can bring, but how can we begin to incorporate this forward looking method within our own firms? Join Paul Latham as he takes us through, Deep Dive: Creating Your Boutique Team, on a Look...

Apr 17, 2023

LIFT: Accounting Staff Shortages – Path Forward

Accountants, CPAs, enrolled agents, it seems like there aren't enough of us to go around. But why? And more importantly, what can we do about it? Join Paul Latham as he takes us through, Accounting Staff Shortages: Path Forward, on a Look Into the...

Mar 23, 2023

LIFT: T Account Consulting

T Accounts – Remember those from accounting 101? Although most don’t use them anymore, did you know that they are actually one of the keys necessary for pivoting to advisory services? Join Paul Latham as he takes us through, T Account Consulting,...

Feb 21, 2023

LIFT: Remote Work – Balancing Act

Remote work - we’ve all talked about it, and maybe it’s even led to some debates. One thing is for sure, it’s here to stay. So how can we succeed in this new virtual environment? Join Paul Latham as he takes us through, Remote Work - Balancing Act,...

Jan 30, 2023

LIFT: 2023 Predictions

It’s that time again! Time to look ahead to the new year. So, what changes can we expect to see in 2023? Join Paul Latham as he takes us through 2023 Predictions, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now's time...

Jan 06, 2023

LIFT: Conflict Resolution – Taming The Beast

No matter how hard we try, conflict is unavoidable. So how can we deal with conflict the right way? Join Paul Latham and special guest Jeffrey Deckman as they take us through Conflict Resolution - Taming The Beast on a Look Into the Future! On...

Nov 09, 2022

LIFT: Conscious Leadership

Leadership isn’t easy, and to most accountants, it might feel impossible… but it's not. Join Paul Latham and special guest Jeffrey Deckman as they take us through Conscious Leadership on a Look Into the Future! On LIFT, viewers can #AskPaul...

Oct 27, 2022

LIFT: Marketing Made Simple

Accounting firm marketing - an impossible task… or is it? It’s time to stay relevant and move past your pain points! Join Paul Latham and special guest Jena Wilson as they take us through Marketing Made Simple on a Look Into the Future! On LIFT,...

Oct 04, 2022

LIFT: Driving Team Performance

A challenge for every firm, no matter the size, is getting the team to work on the same page. Join Paul as he takes us through Driving Team Performance, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now's time traveler,...

Aug 11, 2022

LIFT: Firing Clients, the Right Way

Not everybody should be your client, so how should you decide which clients to keep, and more importantly, what is the right way to fire a client? Join Paul as he takes us through Firing Clients, The Right Way on a Look Into the Future! On LIFT,...

Jul 21, 2022

LIFT: Overcoming Mistakes

Nobody's perfect, everyone makes mistakes. So how should you interact with your clients when something doesn't go as planned? Join Paul as he takes us through Overcoming Mistakes on a Look Into the Future! Missed the episode Building Client...

Jun 23, 2022

LIFT: Building Client Goodwill

Everyone makes mistakes! But your client's response to those mistakes can be impacted by the little things you do every day. Join Paul as he takes us through Building Client Goodwill on A Look Into the Future! On LIFT each week, viewers can...

May 26, 2022

LIFT: Push and Pull in Action

You’ve heard of the push-pull approach, but what does it look like in practice? Join Paul as he takes us through Push and Pull in Action! Missed Marketing Push and Client Pull? Click here to watch now: bit.ly/3KQRyho On LIFT, viewers can #AskPaul...

Apr 28, 2022

Don’t Be Seen as Crazy: How to Market Your Proactive Services

Proactivity is a process, so how can you effectively relay that idea to your current and potential clients? Join Paul as he shows us how to market proactive services! On LIFT each week, viewers can #AskPaul anything! Evolve Now's time traveler,...

Apr 14, 2022

Marketing Push and Client Pull

How do you show proactivity, while controlling the narrative and your brand? Join Paul as he takes us through marketing push, and client pull! On LIFT each week, viewers can #AskPaul anything! Evolve Now's time traveler, Paul Latham, Principal at...

Mar 16, 2022

The Great Resignation

Facing a staffing shortage? Finding it difficult to attract new talent? Trouble keeping current talent? Let’s find out about the “Great Resignation!” On LIFT each week, viewers can #AskPaul anything! Evolve Now's time traveler, Paul Latham,...

Mar 09, 2022

LIFT: Career Ladder Done Right

Thinking about moving up the ladder? Join Paul as he takes us on a journey to explore the ins and outs of climbing the career ladder, and its benefits to both companies and employees! On LIFT each week, viewers can #AskPaul anything! Evolve Now's...

Mar 02, 2022

LIFT: Trends 2022

Curious about the upcoming trends for 2022 in the accounting world? Join Paul as he takes us through these upcoming trends! On LIFT each week, viewers can #AskPaul anything! Evolve Now's time traveler, Paul Latham, Principal at Haydenrock...

Feb 08, 2022

Lift: Making Time – Selling a Part of Your Practice

Set aside time today with our time traveler, Paul Latham, as he talks about making time when we think we’ve run out! We all can feel that time is not on our side and we simply cannot get the things done we want on a daily basis. Alas, as we cannot...

Nov 29, 2021

LIFT: Private Equity Infusion Q&A with Paul

Join Paul Latham for a Q & A on his take on the recent PE infusion in the accounting industry with a top 20 firm and what this means for the future. Paul answers a few questions about his personal experience with his own firm and gives insight...

Nov 18, 2021

LIFT: Going Virtual

Let’s hear from our time traveler, Paul, as he dives into the hottest topic lately: Going virtual. Many firms went virtual during the pandemic – but what if we made virtual the norm? On LIFT each week, viewers can #AskPaul anything! Evolve Now's...

Nov 18, 2021

LIFT: Getting Over The Hump

So you know you want to make a change to become more forward looking, proactive, and advisory oriented, but you’re stuck because there’s so much reactive and backwards looking work that needs to get done… so what do you do to get over the hump?...

Aug 26, 2021

LIFT: The Three Keys to Changing Behavior

WOW! What a mini-series it’s been on Changing Behavior here on LIFT. This icing on the cake episode gives us the recap and key takeaways from this mini series, and includes a fun personal epiphany moment story from Paul himself. Don’t wait until...

Jul 28, 2021

LIFT: Changing Behavior Inside the Firm

Have you ever tried brushing your teeth with your opposite hand? It’s difficult, and take a lot of focus, but that is what is necessary to do something you are not accustomed to doing. To move from a backward looking to a forward looking...

Jul 02, 2021

LIFT: Don’t Fall For The Monkey Trap

Special Guest Alert! Our time traveler Paul Latham is met by Brian Bosley of Torch Consulting, who provides performance coaching, speaking, and consulting for leaders and individuals looking to participate in behavioral change. This is specifically...

Jun 29, 2021

LIFT: Leveraging the Virtual Family Office

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...

Jun 23, 2021

LIFT: Is There A Magic Bullet for Success?

While accountants love having their conferences in Las Vegas, success is not a game of roulette! Although it seems some just happen to find wild success, or that there is some sort of magic bullet that some leaders know about that brings their...

Jun 22, 2021

LIFT: Accounting Firms Hiring Non-CPAs?!

The board of any successful company is made up of a variety of individuals from diverse backgrounds - so why is it that accounting firms boards are always all just accountants? When you are surrounded by only the same types of individuals, you...

Jun 08, 2021

LIFT: Building Your Marketing Machine

Wouldn’t it be great if you could have a self-sustaining marketing machine that marketed your firm, brought in new business, and then created recurring clients? That’s what our thought leader and advisory expert Paul Latham, of HaydenRock...

May 12, 2021

LIFT: Forward Looking Positioning

You've got a bunch of clients already, but you know you need to change - you know you need to shift from being an accountant who offers backwards looking services, to a relevant advisor who offers forward looking services. The big question is: HOW?...

Mar 04, 2021

Click Here To #AskPaul Anything

About The Host

A native of the United Kingdom, Paul brings to the table decades of experience working as a Chartered Accountant in the UK. In 2011 Paul moved to the US to pursue various business interests, including founding HaydenRock Solutions, after his previous success as the owner and operator of Latham’s. Currently the Principal at HaydenRock Solutions, Paul has been a visionary and Nostradamus of the accounting industry for two decades.

His goal has been simple: to help accountants transition from a traditional billable hours model into a full package business advisory model. He has been preaching the need for CPAs to transform into relevant advisors to their clients, and continues to do so by constantly developing and refining proven processes and systems for business success. His strategies and techniques to enable accountants to become solution and future oriented have enabled hundreds of individuals and firms shift into advisory services and scale their businesses.

His 21^st Century Advisor business model leverages the combined resources of an accounting firm, virtual family office, and financial planning and investment firm to deliver comprehensive services to high net worth clients. Paul has created this model via The HaydenRock System, which is built off of coaching, process installation, and access to expertise, in order to help CPAs experience the power of transformation as they look to grow as a leader and scale their business. Get coached on the proven systems that will empower you for the future by the person who created those systems.