Case Study: Bob Patten, CPA

Case study video with Bob Patten, CPA about his accounting practice.
Case study: https://thebrightlinestrategie....s.com/casestudies/bo

Questions asked:
00:00 What was the problem you were trying to solve?
00:35 What was keeping you from achieving this goal on your own?
01:15 Can you describe the shift you made to start advising clients proactively?
02:20 How do you work with clients now?
03:35 What did your wife recently share with you recently?
04:11 How does it feel to have "breathing room"?
04:36 How do you cut down on distractions and keep your focus?
05:34 What has been the most transformative part of the program for you?
05:51 Why is "the why" important? How have you found that to be important to your ultimate client?
07:06 What would your number one piece of advice be to CPAs struggling with not enough money or time?

Other Case Studies:
Martin Eisenstein, CPA: https://www.youtube.com/watch?v=uTu6tDb3t7g
Ami Shah, CPA, Ms in Taxation, FCA: https://www.youtube.com/watch?v=C_LRbUmmwLo
Dennis Bailey, CPA: https://www.youtube.com/watch?v=FWYZPermxm4
Hunter Bailey, CPA: https://www.youtube.com/watch?v=RMie0GIct24
Bob Patten, CPA: https://www.youtube.com/watch?v=JTwbIsFDIOo
Sonia Narvaez, CPA PA: https://www.youtube.com/watch?v=nKwbpSk91-I

Trow Trowbridge, Principal Consultant
The Brightline Strategies
Reston, VA 20191
(681) 260-0057
https://thebrightlinestrategies.com
trow@thebrightlinestrategies.com