SURVEYS & RESEARCH

Accounting Evolves to Include Holistic Financial Planning

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Vintage pocket watch lying on hundred dollar bills

A one-two punch of value.

By Rory Henry
The Holistic Guide to Wealth Management

The accounting profession is evolving rapidly. New business models are emerging, and firms are uncoupling themselves from the constraints of a partnership structure, from outdated service offerings, and from time-based pricing practices.

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You may be asking yourself: “What business am I truly in?” or perhaps, “What business should I be in?” Before answering these questions, consider that you may ultimately be in the relationship business more than you’re in the tax, accounting or bookkeeping business. It doesn’t matter which training, certifications or acronyms you have following your name. If you’re moving into financial planning – or thinking about doing so – you might want to ask yourself: “Am I really in the human business?”
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Clients Need Empathy

By

Henry
 Rory Henry, a Behavioral Financial Advisor, is the director at Arrowroot Family Office and co-founder of AFO Wealth Management Forward. He has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice.

Think about a return on relationships.

By Rory Henry
The Holistic Guide to Wealth Management

In his iconic work, “Meditationes Sacrae” (1597), Sir Francis Bacon wrote that “knowledge itself is power.” Many scholars believe Bacon wanted to further the idea that having and sharing knowledge is the cornerstone of reputation and influence – and therefore power. All achievements emanate from this philosophy.

MORE: Advisory Includes More Than You Might Think | Wealth Management: Can You Afford Not to Provide It?
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But in many areas such as business, finance, sports and the military, knowledge can be a competitive advantage. Therefore, many are reluctant to share their knowledge with others.
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Advisory Includes More Than You Might Think

By

Henry
 Rory Henry, a Behavioral Financial Advisor, is the director at Arrowroot Family Office and co-founder of AFO Wealth Management Forward. He has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice.

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.

MORE: Wealth Management: Can You Afford Not to Provide It?
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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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Barometer: Firms Brace for a Tough Tax Season

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Busy season 2026 clouded by regulatory shifts and client pressures.

Ready or Not: Less than half are ahead of last year’s preparation for Tax Season 2026. On the Front Lines: Clockwise from top left, Cicero, Saul, Krueger

By CPA Trendlines Research

Fewer than half of accounting firm leaders report entering the 2026 busy season in better shape than a year ago, according to the new CPA Trendlines Busy Season Barometer.

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The readiness gap, evident across firm sizes and specialties, sets the tone for a season overshadowed by heightened concerns about tax law changes and mounting pressure on margins.

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