Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide
Advisory at Scale Requires Systems, Not Heroics. And 5 More Takeaways
Rory Henry
OCR, Research Bots & Meeting Assistants: What Actually Helps Now | ARC
Firms use AI, planning, and “hope” to make tax season more manageable.
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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
As firms head into tax season, the hosts of Accounting ARC make a case for lowering the temperature — and the workload — with practical tech choices, proactive planning and a stronger focus on people.
MORE Accounting ARC: Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC | Free Speech Is a Right; Respect Is a Responsibility | Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure
In a special Tax Season Readiness episode, Donny Shimamoto, CPA.CITP, CGMA; joins co-hosts Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA; to preview new tax platform research, spotlight emerging AI tools and talk candidly about what helps teams sustain momentum from January through April.
Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, sets the tone early. He says he intentionally avoids calling it “busy season,” noting that practitioners tell him the upcoming cycle may feel lighter than the past few years. The conversation that follows keeps returning to the same core question: What, specifically, helps firms reduce friction before deadlines hit?
Wasserman: Have Better Money Conversations | Holistic Guide to Wealth Management
These delicate dialogues need structure, not spontaneity.
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By Rory Henry CFP®, BFA™
For CPA Trendlines
Money is one of the things that people think about most. Yet, most people aren’t comfortable discussing it openly.
In a new episode of Holistic Guide to Wealth Management, we sit down with Erika Wasserman, CFT, a certified financial therapist, keynote speaker, and author of “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Money Mindset,” to talk about why money conversations about are so often avoided and how advisors, families, and individuals can begin to change that dynamic.
Wasserman’s journey into financial therapy was shaped by personal experience. She grew up in a rare household where talking about money was normal. She earned a degree in finance from the University of Florida and began her career consulting with IBM. Over time, major life transitions, including international moves, marriage, divorce, and raising three children, have deepened her understanding of how financial decisions intersect with emotions, identity, and relationships.
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.
Whitman: New Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth Management
Firms that prioritize, listen, and align position themselves for better long-term outcomes.
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By Rory Henry CFP®, BFA™
For CPA Trendlines
Phil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strategic investors across private equity, family offices, wealth management aggregators, and publicly traded consolidators. He sees a profession undergoing unprecedented transformation, and Whitman has a front-row seat.
In this episode of Holistic Guide to Wealth Management, Whitman shares his observations with me from his unique vantage point.
Whitman points to 2021 as the inflection point for the profession’s transition. That’s when EisnerAmper became the first major CPA firm to accept private equity (PE) investment, followed shortly by Citrin and Cherry Bekaert. Those deals opened the gates for capital providers and ignited a wave of consolidation across firms of all sizes. The profession hasn’t looked back since.
Transaction activity has since accelerated, creating unprecedented competition for deals and pushing accounting firm valuations into territory the profession has never seen before.