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henry: is the future of finance with nontraditional accounting? | arc

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combine technical knowledge with behavioral insights to create holistic client solutions.

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accounting arc
with donny shimamoto
center for accounting transformation

accountants have long been known as trusted advisors, but a growing movement is redefining what that means. in a recent episode of accounting arc, host donny shimamoto, cpa.citp, cgma, sat down with rory henry, cfp®, bfa™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first 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 | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough

henry is a director at arrowroot family office, co-founder of afo wealth management forward, and author of holistic guide to wealth management: the science behind integrating services with the human side of behavioral financial advice. his mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.

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gocke: operations overhaul doubles firm rev | it’s not just the numbers

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structured operations freed partners to focus on clients and doubled revenue in six years.

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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

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running a modern accounting firm requires more than technical expertise. partners must balance client relationships, business development, and administrative responsibilities, often leaving firms stretched thin.

in a recent episode of it’s not just the numbers, doug gocke, chief operations officer at a mid-sized california firm, describes how restructuring responsibilities and focusing on operations helped his firm double revenue in six years without significantly increasing staff or client count.

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gocke, who refers to his role as “chief of all trades,” said growth came from building teams before taking on new clients, creating clear accountability, and relentlessly reviewing procedures.

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carter-gray: poor review strengthens firm | the disruptors

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client conflict became a catalyst for clearer boundaries, better processes, and a more scalable virtual practice.

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the disruptors
with liz farr

when nayo carter-gray, founder of 1st step accounting, received a one-star google review from a challenging client, she realized the crucial value of the boundaries she had established for clients. an email issue on the client’s end made the client think the firm was ignoring him when the reality was that he simply wasn’t receiving the firm’s correspondence.  

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

more streaming: 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 | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate |

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a happy ending came when the client took that one-star review down after carter-gray laid out “a timeline of events of how he didn’t follow the process from start to finish,” she recalls. “it just led to us realizing that we put these boundaries in place for a reason, and now i’m looking at the entire process that we have to make sure that our existing clients know these boundaries and why they’re important.” 

carter-gray’s firm uses a framework of three core elements to establish boundaries with clients.

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fenton and hill: stronger firms inside out | holistic guide to wealth management

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meet at the intersection of people, process, and purpose.

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

when firms talk about growth, they usually point to increases in revenue, staffing, or service lines. but as coaches will hill and john fenton remind me in our recent panel, the true drivers of sustainable growth are people, process, and purpose. without those foundations, they say, even the best new initiatives will stall. 

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hill, founder of will hill consults, describes his work as sitting at the intersection of people and process. fenton, ceo of john j. fenton executive coaching and a former bdo managing partner, focuses on leadership and culture, and sits at the intersection of people and purpose. together, the panelists offer practical guidance for firm leaders looking to improve their organization’s culture, to manage change, and to avoid staff burnout. 
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pushing into law? a seismic shift for firms | accounting influencers

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az opens the door to multidisciplinary firms, and big four competitors are watching closely.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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accounting influencers
with rob brown

accounting and law have long existed in parallel, separated by strict professional boundaries. that wall may be crumbling. kpmg is moving to become the first big four accounting firm in the united states to own a law firm, a step that could reshape the profession.

the opening occurred in arizona, which recently amended its rules to permit non-lawyers to own law firms under alternative business structures (abs). kpmg seized the opportunity, announcing plans to launch kpmg law us. the firm will not enter courtroom litigation but instead focus on contract management, legal project support, and m&a contract harmonization.

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