The Proven Framework for Accountants
to Scale Smarter
How Accountants Can Break Free From
Tax Season Burnout
The Art of Proactivity shows accountants exactly how to transition from reactive compliance to proactive planning.
This book isn’t about doing more. It’s about doing the right things—smarter, faster, and with more purpose. Whether you’re a solo practitioner or running a team, you’ll find a clear roadmap to becoming a high-value, forward-looking advisor.
What’s Inside?
The proven “NOW – WHERE – HOW” framework to transform your firm
How to escape commoditization and reclaim your value
Real-world case study: How Paul Latham sold his firm for $45M
The mindset shifts and business structure changes that drive long-term growth
How to plug into a Virtual Family Office and instantly expand your value without adding overhead
This Book is for you if…
- You’re tired of drowning every tax season with nothing to show for it
- You know you need to change—but don’t know how
- You want to shift from being “most trusted” to “most relevant” in your clients’ lives
- You’re open to a model that lets you work less while earning more
This book will show you how accountants across the country are transforming their practices—with less effort than you’d think.
Don’t let another tax season go by stuck in survival mode.
Get your FREE copy of The Art of Proactivity today
and learn how to:
- Add revenue without adding hours
- Build your “second business under one roof”
- Use a step-by-step model already working for 1,200+ professionals
About the Authors
Anton Anderson began his career in 2003 with Smith Barney while studying business in college and graduated from the University of California, Santa Barbara in the top 3% of his class.
In 2008 he co-founded SPL Financial, which grew into a thriving practice, before selling in 2014 to start Elite Resource Team. Recognized as the top training company teaching Financial Advisors and Accountants how to form profitable partnerships, Elite Resource Team has thousands of clients across North America, as well as 75+ Virtual Family Office specialists that are accessible to advisors and accountants.
Paul is a serial entrepreneur who qualified as a Chartered Accountant in the U.K. with 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 advisory processes which are today at the heart of Elite Proactive Planning Process.
When Lathams was sold to Tenon Group Plc in 2001 for nearly $45M, 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. DFD rapidly grew to become the market leader in debt advice in the UK.
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, both of which are today part of Elite Resource Team.
Jason Bright
Advanced Planning Lead, Brightsmith Advisors
As an alumnus of the Georgia Institute of Technology and a “recovering engineer," Jason is adept at breaking down complex problems into their most basic components and working systematically to solve them. By bringing a logical, rational approach to financial planning and advice, Jason aspires to help clients improve financial efficiency and maximize the utility of each dollar that comes into their hands, all with an eye toward stewardship and generosity. Jason currently serves on the board of trustees for Family Promise of Gwinnett County. Jason, his wife Ana and their five children are longtime residents of Northeast GA where they are very active in their church, and community.
Anton Anderson
CEO, Elite Resource Team
Paul Latham
Executive Partner, Elite Resource Team
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