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proctor: turn dumb ideas into brilliant solutions | the disruptors

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reward curiosity, encourage experimentation, and involve the team in every step of firm transformation.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

like many guests on the disruptors, tony proctor didn’t start out as an accountant. his firm, proctor and associates, started as a side hustle in 2007 when he was working in it management. as a testament to the client service focus of his tech-forward firm, his very first paid client remains his customer. 

“they are actually still on the roster, and so i’m very excited about that, and i’m excited that they are still willing to pay what today’s price is, and they are not stuck on what the price was in 2007, so i love that,” proctor says.  

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

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proctor, like many of today’s forward-thinking accountants, thinks like an entrepreneur. as he explains, accountants are “usually very risk averse and very honed in on the details, and it’s like compliance first,” while entrepreneurs are “what i would call risk tolerant, and so they usually are seeking the risk and figuring out what opportunities are presented from that.” 

thinking solely like an accountant, proctor says, can lead to paralysis.

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dr. lurtz: financial psychology transforms client convos | holistic guide to wealth management

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normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being.

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

spreadsheets, projections, and tax strategies have long dominated advisory. but as dr. meghaan lurtz of shaping wealth explains, the work of advisors goes far beyond the numbers. at its best, our work is about relationships, community, and helping clients solve financial challenges and build lives full of meaning and connection. 

more rory henry and the holistic guide to wealth management

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lurtz is one of the world’s leading experts on the psychology of financial planning. she is a professor of practice at kansas state university, where she teaches in the advanced financial planning and financial therapy certificate programs. she is also a lecturer at columbia university, where she teaches financial psychology. her research and teaching focus on how advisors can ask better questions and utilize positive psychology frameworks to deepen relationships with clients and keep them engaged in the long term. 
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big 4 layoffs reveal new jobs reality | accounting influencers

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industry turbulence opens doors for smaller firms, but only those that clearly define and communicate value.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

accounting influencers
with rob brown

between june 2023 and september 2024, several of the largest accounting firms announced significant workforce reductions and structural changes. kpmg disclosed a deeper round of auditor layoffs in mid-2023. grant thornton cut approximately 3% of its u.s. staff (about 350 employees) in may 2024. in september 2024, pwc announced one of its most significant reorganizations in years, resulting in the elimination of approximately 1,800 positions in its u.s. operations.

since then, further reductions have continued. in may 2025, pwc laid off approximately 1,500 more u.s. employees (around 2% of its u.s. workforce), primarily in its audit and tax lines. meanwhile, kpmg pursued additional cuts, including a round impacting roughly 4% of its u.s. audit workforce later in 2024. grant thornton also followed the earlier reductions with more targeted layoffs after its private-equity deal, trimming about 150 u.s. roles (1.5% of its domestic workforce) in late 2024.

these moves are not isolated. they signal a broader industry recalibration, leaving thousands of accountants uncertain about their future.

at the same time, some major firms are doubling down on mandatory office attendance. industry observers say the combination of job insecurity and rigid workplace policies could push professionals to seek more flexible and stable opportunities.

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free speech is a right; respect is a responsibility | arc

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timing, venue, and state law shape what you say—and what it costs.

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

this conversation focuses on practice, not politics. 

accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into workplaces and social media feeds. in a new episode of accounting arc, hosts liz mason, cpa, ceo of high rock accounting; byron patrick, cpa.citp, cgma, ceo of verifyiq and co-founder of tb academy; and donny shimamoto, cpa.citp, cgma, founder and managing director of intraprisetechknowlogies and the center for accounting transformation, outline practical guardrails for speech that keep trust at the center. 

related arc: talk politics professionally | cancel culture or curious culture? you choose (assumed discrimination) | what happens in vegas…gets reported on a tax return (working in “sin” industries) | your identity is not a liability (pride week) | etienne: decoupling deib – a nuanced approach |

more accounting arc: cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

the conversation opens with a condemnation of political violence and a call for grace as individuals and firms process fast-moving events. from there, the hosts shift to the workplace: what employees say online and in public often follows them to the office, and leaders must navigate the implications for culture, clients, and brand. 

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