About John Latta

John Latta has been working with professional services firms for over thirty years. His business career began as a corporate tax consultant and evolved into two key management positions for his firm, Grant Thornton LLP, where he experienced first-hand the challenges of achieving financial results through the delivery of professional services.

Following five years as Grant Thornton’s national director of tax services, he served another five years as the office managing partner for the firm’s offices in San Francisco and San Jose, California.

Throughout his Grant Thornton career, John’s clients included a variety of professional organizations. In 1999, he founded Orion Advisory Group LLC to exclusively support the business of the professions. Since then, he has helped firms that practice law, create advertising, consult with other businesses, and deliver engineering, architectural and money management services. He is the author of Professional Success: How to Thrive in the Professional World (purchase here).

John holds a Master of Business Administration degree from the University of North Texas and is a licensed Certified Public Accountant.

Read John’s Whitepaper he wrote for Bell Investment Advisors entitled Business Succession Planning: A Short Course


Personal background

A former naval officer and ship’s navigator, his passions include rowing, sailing, and a growing collection of nautical literature. He and his wife Tim have two grown children and two grandchildren.

What they are saying on the web – Bell Investment Advisors Fierce Finance
Our firm and its management team have benefited immeasurably from working with John Latta. John provides us with insightful, well-reasoned advice on a variety of financial and management issues, and has been an invaluable resource and mentor for the owners… John is a pleasure to work with, bringing to every task a positive attitude and an admirable ability to communicate clearly, concisely and effectively.”
- Gregory N. Owen – Owen, Wickersham & Erickson, P.C
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