Luke Templin

Luke Templin, Fractional CFO and CEO at A2 Advisors, discusses the transformative power of Client Advisory Services for accountants. He emphasizes the need for proactive advice that goes beyond basic bookkeeping, linking this to improved client retention. Templin also shares insights from his entrepreneurial journey, including the creation of the Kikaz community, which supports small entrepreneurs and accountants. He candidly addresses perfectionism, the balance between work and life, and the innovative Fin Daily tool for cash flow management.