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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

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Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

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Paul Latham

4.8 / 5

CPA Transformation and Advisory Services
Business Coaching for CPAs
Structured Process Implementation
Client Relationship Management

Paul 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.

Whilst at Lathams, Paul started to develop the business planning process which today is at the core of Elite Member Processes. Those processes were developed with the aim of helping Elite Members to Clarify Direction and Maximize Business Potential. When Lathams was sold to Tenon Group Plc in 2001, Paul became National Head of Business Planning at Tenon.

Paul left Tenon to become Finance Director at Debt Free Direct Group Plc where he was a Founding Director and helped to take the business “Public”.

Paul emigrated to the USA in 2011 and has since developed several business interests, including being a Founding Partner of HaydenRock Solutions and Elite Mastermind (which today is all incorporated as the Elite Resource Team).

Today, Paul’s particularly specializes in helping Elite Members to:

* Maximize Business Potential

* Become Most Relevant Advisors (to their clients)

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