

Meet Paul Hatrak
Paul Hatrak, CPA, CGMA, combines a background in accounting, insurance, financial services, coaching, and professional education to help professionals communicate more effectively, build stronger relationships, and approach their practices with greater clarity and confidence.
He works especially with CPAs, financial advisors, attorneys, business owners, and other professionals whose continued growth depends on more than technical expertise alone.
Paul’s career has taken him through accounting, insurance, financial services, coaching, and professional education. Along the way, he saw a recurring pattern: technical expertise may establish credibility, but it is rarely enough by itself to build a successful professional practice.
Professionals also have to communicate clearly, build relationships, develop business, lead effectively, and make confident decisions about where they are going next. Those skills are often just as important as the technical work, yet they are rarely the focus of professional training.
That realization became part of the foundation for Hatrak Associates and Paul’s self-described role as a “recovering accountant.” Today, he helps professionals step back from the day-to-day work, look at their practice as a business, and gain greater clarity around communication, relationships, growth, and execution.

Strong technical expertise is only part of building a successful practice. Paul helps CPAs strengthen communication, professional relationships, business development, leadership, and client engagement.
Trust and relationships are central to an advisory practice. Paul helps financial advisors communicate more effectively, build stronger professional connections, develop referral relationships, and approach growth with greater clarity.
Legal expertise may open the door, but communication and relationships often determine what happens next. Paul works with attorneys on client communication, networking, business development, leadership, and professional relationships.
Running a business requires perspective beyond the day-to-day work. Paul helps owners and leaders clarify priorities, communicate effectively, make better decisions, strengthen relationships, and turn plans into action.
Understand your purpose, direction, and what the finished picture should look like.
Understand yourself and others, including DISC behavioral styles, and adapt how you communicate.
Put the ideas into action through networking, relationships, delivering value, and creating clients and connections who become advocates.
Explore the full framework in Paul's Amazon best-selling book, Picture Perfect Business Success,
and see how these ideas can apply to your own practice or business.
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Amazon Best Selling Author
Professional Speaker & Keynote Presenter
NASBA Approved CPE Provider
Business & Executive Coaching
DISC Behavior Styles & Communication
Networking & Client Relationships
Paul brings these disciplines together to help professionals create clarity, communicate with confidence, build credibility, and turn practical ideas into action.
Already know you'd like to talk? Schedule directly with Paul.
Send Paul a quick note and let him know how you'd like him to follow up.
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