Small Firms May Have the Biggest Advantage in 2026 | ARC
Less legacy infrastructure could mean faster adoption and outsized opportunity.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
PODCAST
Change Fails in Silence | MOVE Like This
Firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact.
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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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
On this episode of MOVE Like This, host Bonnie Buol Ruszczyk explores a deceptively simple question with Alice Grey Harrison, founder of AGH Consulting: Why do so many firm transformations stall—not because of strategy, but because of communication?
With more than 30 years of experience in strategic communications and change management within the accounting profession, Harrison has seen firms navigate mergers, private equity investments, leadership transitions, system implementations, and cultural shifts.
The difference between momentum and misery, she argues, is rarely technical. It’s human.
MORE MOVE
Her core insight is that culture becomes a growth engine only when people understand how their work connects to the firm’s mission, vision, and values. That clarity unlocks what she calls “discretionary energy”—the extra effort people put in when they believe in the firm’s direction. READ MORE →
Fieldguide Founder: Why Repeat Last Year’s Questions? | The Disruptors
SALY isn’t useless—but it shouldn’t be lazy.
The Disruptors
With Liz Farr
Student Loans After OBBBA: What Advisors Need to Know Now | Holistic Guide to Wealth Management
New repayment rules and borrowing caps are forcing a rethink of long-term planning.
Originally published Oct. 2025
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By Rory Henry CFP®, BFA™
For CPA Trendlines
Student loan debt has quietly outgrown its stereotype.
What was once viewed as a challenge for early-career professionals is now showing up in family balance sheets, tax returns, and retirement plans. Parents nearing retirement—and retirees themselves—are increasingly carrying education debt, often on behalf of their children. For CPAs and financial advisors, student loans are no longer a niche planning issue. They’re a multigenerational one.
With more than $1.8 trillion in federal student loan debt spread across 42.5 million borrowers, the scale alone demands attention. But it’s the shifting who—not just the how much—that makes this moment critical for advisors.
That shift is the focus of this episode of Holistic Guide to Wealth Management, featuring Alex Bottom, CEO of Finology, and Ryan Galiotto, CFP®, CSLP®, founder of the Student Loan Help Network. Their conversation unpacks how legislation, demographics, and delayed life milestones are reshaping student loan planning—and why advisors can’t afford to sit this one out.
The Hidden Friction Killing CAS Profitability | It’s Not Just the Numbers
CAS success isn’t accidental. It’s engineered.
Originally published November 2025
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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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
Client Advisory Services (CAS) continue to outperform every other service line in accounting. But firms that treat CAS as “enhanced bookkeeping” quickly hit a ceiling. The firms that scale profitably make harder—and smarter—choices: who they serve, how they staff, how they price, and how they explain their value in a world obsessed with automation.
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In this episode of It’s Not Just the Numbers, co-hosts Penny Breslin and Damien Greathead get refreshingly practical about what actually drives CAS success. Their message is clear: strong CAS practices are built intentionally, not incrementally.
One question cuts straight to the tension many firm owners feel: Should teams see profitability numbers?
Breslin and Greathead don’t argue for radical openness—or secrecy. Instead, they advocate for profit literacy.
Teams don’t need to know margins by client. They do need to understand three things: