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This is a piece written by Rory Henry, co-founder of AFO Wealth Management Forward, and author of the upcoming book “Holistic Guide to Wealth Management,” that features some quotes from me about the true value relationships have on accounting firm success.

Believe it or not, there’s a lot of good happening in the accounting profession. I recently spent time speaking with Chayton Farlee on his Accounting Conversations podcast about what they are and the key role of new accountants entering the field.

One of the key frustrations during tax season, and even after, is client communication and getting everyone on the same page. Often times, it’s on their end, not sharing with you exactly what you need when you need it (even after you sent your organizers and emails). But is there a better way to Both… Continue reading Overcoming Client Communication Frustration

It’s amazing what can be accomplished in a year, for any individual or organization. In this case, I’d like to draw attention to the efforts, and for some, the existence of the Accounting Alchemy Network (AAN). Back in March of 2022, Ingrid Edstrom, Alina Nikishina, and Mathew Heggem helped put AAN out into the world… Continue reading Big Change Comes With Deep Reflection

Every so often, I like to go back to older articles I wrote or interviews I did and ask my readership: What has changed? In accounting, it can take some time for ideas and processes to take hold. Here’s an interview I did several years back with CRM expert (in my view) Danny Estrada, who… Continue reading The Challenges of Implementing CRM at CPA Firms

There’s been little debate about the existence of a pipeline issue in accounting, but what’s been your view on the matter and, more importantly, what can be done about it? One way to gain these insights, of course, is through survey work. And while they are not always the most definitive indicator of the state… Continue reading Take the Accounting Pipeline Survey!

On yet another episode of Accounting Answers with Rob Brown, I was asked what, if anything, will significantly change accounting in the next few years? I was one of 5 voices in this episode, check it out!

As the digital economy continues to grow across the globe, so too is the need for automated compliance. This has, unsurprisingly, given rise, of course, to competition among sales tax compliance automation applications. The latest recipient of a financial boost in this space is Anrok, a global sales tax platform for software companies, which has… Continue reading Automated Sales Tax Compliance Competition Heats Up

As most accountants prepare to shake off the effects of yet another tax season, the question remains: what is going to get you and your firm to the next level? Perhaps you’re not thinking about what’s next for your business. Not so “should’ on you, but you kind of should. If you’re frustrated with aspects… Continue reading What is Raising the Bar for You?

As the books begin to close and the last returns get sent off to the IRS, it’s time to start getting excited for that magical time of year—Conference Season! This is a is a throwback interview from the now-defunct Friday Night Live With Accountants with Brad Celmainis and Andrew Wall. It hyped up AccountingWEB Live,… Continue reading Getting Excited for ‘Conference Season’