Accounting ARC
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Advisory Includes More Than You Might Think
What do you see when you envision your future?
By Rory Henry
The Holistic Guide to Wealth Management
I work at a virtual family office called Arrowroot Family Office. Over the course of my career I have learned that family (and family dynamics) significantly shapes who we are and how we form relationships in life.
Research shows that one of the biggest drivers of family dynamics is the order in which each child is born. Birth order theory, developed by Alfred Adler in the 20th century, suggests that the order in which children are born can have a significant impact on their development and personality.
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Karen Reyburn: Use Your Creativity as a Competitive Advantage | The Disruptors
Curiosity, problem-solving, and creative habits help strengthen marketing, improve client experiences, and bring more humanity to an AI-driven profession.
Sponsored by Radical Pricing: Optimize Profits, Delight Clients, and Build a Top-Value Firm
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The Disruptors
With Liz Farr
For CPA Trendlines
Karen Reyburn, managing director of We Are PF and author of the new book Accountants, You Are Creative, wants accountants to embrace their innate creativity.
Reyburn’s first book, The Accountant Marketer, laid out the building blocks of marketing for accounting firms based on what worked for the firms that she and PF worked with. She noticed that just having a playbook and structure for marketing wasn’t enough. “The accountants who were seeing the greatest success, the greatest transformation for themselves and their clients, were the ones that either knew that they were creative human beings, they knew they had creativity within them, or at least they were open and curious about what that looked like, and willing to try,” she explains.
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As she watched AI’s rapid advancements over the last few months, she nearly shelved the manuscript. “Is this even relevant anymore? With all this stuff about AI, does anyone care about this mindset of creativity?” she wondered. But as she thought about AI and talked to accountants, she realized she was seeing a “both, and” moment. “You’re seeing leaning into AI to help you with tasks and repetition, and you’re seeing people want more humanity, more opportunity to trust you, more case studies, more in-person events,” she explains.
Create an Accountability Chart for Your Firm
It beats an org chart and here’s why.
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
“Getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – Jim Collins, “Good to Great”
When Adam and I first started the company, we didn’t have much organizational structure. We didn’t need it. But as the company grew, it became necessary to develop an organizational structure. There’s a great quote by Michael E. Gerber in his book “The E-Myth Revisited” that says, “Without the Organization Chart, confusion, discord and conflict become the order of the day.”
We got to a point where we realized that Adam and I didn’t have clarity around our individual roles, and we were overlapping one another. We needed to have clearly defined roles for one another, as well as the people who were working for us. Lack of clarity can cause a loss in production.
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Would You Fire Yourself? | Accounting Voices
Technology, consolidation, and changing expectations expose weaknesses in business strategies.
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Accounting Voices
With Rob Brown
Accountants help clients plan for growth, manage risk, and prepare for uncertainty. But what happens when they turn that same scrutiny on their own firms?
The answers may be uncomfortable.
In this episode of Accounting Voices, host Rob Brown discusses how the profession’s ability to solve other people’s business problems does not always translate into a willingness to confront its own.
The discussion centers on a deceptively simple question: What changes your thinking about accounting? Across conversations with firm leaders, technology specialists, coaches, consultants, and others, familiar assumptions begin to unravel — about who should run a firm, what makes advisory services valuable, and how much protection technical expertise actually provides.
One challenge, attributed in the episode to leadership and organizational development specialist Alice Gray Harrison, brings the issue into sharp focus: If your firm were your client, would you fire yourself for lacking a five-year strategic plan?
It is a question that makes the episode less a reflection on the past than a test of what leaders are willing to change now.
How to Survive Tax Season Without Burning Out Your Teams | It’s Not Just the Numbers
The expectation that tax preparation can happen instantly is creating real pressure.
This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
Tax season is supposed to be predictable. The work comes in, the work goes out, the deadlines hold. But this year, something broke for accounting firms across the board — and it wasn’t the tax code.
The culprit wasn’t client volume or staffing shortages. It was prioritization and communication, specifically, the gap between where priorities were being set and where the people doing the work were actually looking.
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If your firm made it through but felt like you were always reacting, always chasing, always a step behind — this breakdown is for you.