Paul Hatrak - Professional Portrait

Meet Paul Hatrak

CPA by training.
Coach by choice.

Recovering accountant by admission.

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.

THE RECOVERING ACCOUNTANT

Do you run your practice like a business?

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.

Professional workspace reflecting an advisory setting

WHO PAUL WORKS WITH

Professionals whose expertise deserves to translate into growth.

CPAs & Accounting Professionals

Strong technical expertise is only part of building a successful practice. Paul helps CPAs strengthen communication, professional relationships, business development, leadership, and client engagement.

Financial Advisors

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.

Attorneys

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.

Business Owners & Leaders

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.

Paul's Framework

Know. Feel. Do.

1

Know

Clarity > Why

Understand your purpose, direction, and what the finished picture should look like.

2

Feel

Confidence > How

Understand yourself and others, including DISC behavioral styles, and adapt how you communicate.

3

Do

Credibility > What

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.

EXPERIENCE & CREDENTIALS

Professional experience with a
practical point of view.

  • 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.

Choose How We Connect

Pick a time that works for you.

Already know you'd like to talk? Schedule directly with Paul.

Prefer to reach out first?

Send Paul a quick note and let him know how you'd like him to follow up.

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