luke templin: lose your perfectionist gene | the disruptors
don’t be afraid to try new ideas or plans–or afraid to fail.
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the disruptors
with liz farr
luke templin believes that cas – client advisory services – will be the key to success as an accountant in the future. not only is it an effective recruiting and retention tool for staff, but “it’s an attractive offering to clients,” he says. “if you were to talk to most entrepreneurs on what they want, most of them are going to want some sort of proactive advice on the numbers,” and not just the basics of bookkeeping and tax prep.
more podcasts and videos: ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business | nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |
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over his career, templin has built four different cas offerings in other firms, including his own, a2 advisors, which focuses on fractional cfo services. as templin explains, the goal of cas is “to get numbers as real-time as possible,” while a fractional cfo expands on bookkeeping, “helping the client solve problems with as real-time numbers as we can possibly get.”
