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Fineberg, Hecker: Filling the Wealth Advisor Gap | Holistic Guide to Wealth Management

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Some CPAs have a once-in-a-generation opportunity to take over a new service sector.

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By Rory Henry CFP®, BFA™
For CPA Trendlines

As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.”

When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes.

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BUY the Holistic Guide to Wealth Management

Seth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, two of the expert contributors to the new book, Holistic Guide to Wealth Management, believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them.

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Experts Call for Industry Overhaul | Accounting Influencers

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Top minds in accounting push for systemic reform, smarter tech, and a human-first workplace.

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Accounting Influencers
With Rob Brown

While many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.

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In this episode of Accounting Influencers, host Rob Brown convenes a powerhouse panel to unpack the profession’s greatest opportunities—and its most pressing threats. Joining him are:

  • Sona Akmakijian, CPA: Global Leader of Strategic Accountant Partnerships at Avalara

  • Renee Moelders: Partner at Convergence Coaching

  • Allison Ball: VP of Marketing & Communications at Bookkeep

  • Andrew Berg, CPA: Managing Partner of Berg Advisors

Their consensus? The profession must evolve—fast.

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23 Insights from 100 Episodes of The Disruptors

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23 Insights from 100 Episodes of The Disruptors

Editor’s note: CPA Trendlines Research is celebrating the 100th episode of The Disruptors, hosted by Liz Farr. Here, Liz reflects on the lessons learned and what they portend for the profession.

The Disruptors
By Liz Farr
For CPA Trendlines

When this show began, the goal was to disseminate ideas that would improve accounting. We wanted the world to know more about people doing things differently than their parents’ or grandparents’ accountants. Maybe a firm owner would hear something they could experiment with. Or a manager would hear something that the ownership group might be willing to implement. Someone with just a few years of experience – or even no experience – would learn about firms that are great places to work. Or someone at any level would be inspired to hang out their shingle because of the many examples of people just like them who have done just that.

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors

MORE STREAMING: Paul Dunn: From Standard, to Stand Out, to Stand For | 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 | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI’s a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy – Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours |Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client’s $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients

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Accounting is changing, thanks to the willingness of firm owners, consultants, coaches, innovators, and thought leaders who have generously shared their intellectual capital. Over the last several years, it’s been a privilege to tap into the collective wisdom of The Disruptors of this profession.

These conversations provide hope and guidance for the profession. While far too many firms still operate the way they have for decades, with long hours, nonexistent work-life balance, toxic culture, terrible clients, difficult co-workers, and micro-managing bosses, there are many, many firms out there that do not operate that way. We’ve heard through the grapevine that being a guest on this show is a badge of honor. However, we feel even more honored by all the amazing guests and their willingness to openly share their struggles, hopes, and ideas for making accounting better for future generations.

Here are 23 of the most important insights from 100 conversations with Disruptors.

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