Paul Graham
Book a call with me:
The 20-Minute CPA Alignement
For CPAs Working with High-Income and High-Net-Worth ClientsYour clients trust you with their taxes. But when their financial picture gets complex (eq...
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30 minutes
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The Investor's Guide To Joy Call Podcast PODMATCH
The call will consist of connecting, aligning on your episode topic based on a researched title from your podmatch profile, and shaping a focused conv...
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1 hour
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The 20-Minute Founder Diagnostic
This is a diagnostic conversation, not a pitch.In 20 minutes, you'll get a clear picture of where your current financial structure has gaps in your ta...
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30 minutes
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Oil and Gas Allocation or Analysis
We’ll use this time to understand you, your goals, and how oil and gas investments fit into your broader financial plan.Our conversation can cover:C...
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15 minutes
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Networking Introduction
Dedicated time to get to know you and your business for what you are trying to accomplish. I typically meet about growing your business, raising capit...
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15 minutes
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The Investor's Guide To Joy Podcast (pre call)
The Podcast Pre-Call is a short session designed for us to connect, align on your episode topic, and shape a focused conversation that delivers real v...
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30 minutes
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15 minute meeting
Dedicated time to get to know you and your business.I believe in genuine connection and enjoy meeting and helping people. I look forward to meeting wi...
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15 minutes
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