Greg Booth, CPA, Postlethwaite & Netterville

“Postlethwaite & Netterville is proactive, rather than reactive.”

Service, understanding and communication: these are Greg Booth’s bywords as a CPA with Postlethwaite & Netterville. His focus on client service leads him to delve into all the financial aspects of his clients’ businesses, helping them to achieve their short, middle and long term goals year after year. Aside from preparing taxes, the company can help businesses with compliance, risk and strategy insights for myriad needs including financial, operational and technological issues. P&N works closely with bankers, attorneys, the American Institute of Certified Public Accountants, the Society of Louisiana CPAs, and many other professionals and organizations. This collaboration allows them to stay on top of industry and regulatory developments. The network of connections allows P&N the ability to be proactive, rather than reactive.

Artificial intelligence is set to increase P&N’s proactivity. Booth and other CPAs with P&N are positioning themselves to work alongside AI, moving further from historical reporting and towards forward-focused consulting and advising. While AI is efficient, it is limited in its understanding of individual circumstances and context; this is where Booth comes in. His depth of experience and dedication to the client pair with AI efficiency to provide fully contextualized and applicable business advice.

Booth and P&N are also aware of the constantly changing tax environment and focusing on opportunities to benefit their clients. Booth works with his clients across the New Orleans metro area to ensure they are aware of these types of opportunities and the other complexities and benefits of the tax code.

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Categories: Financial Frontrunners 2019