Rory Henry Archives - CPA Trendlines

Joe Pine: Navigating the New Transformation Economy | Holistic Guide

April 22, 2026

From Experiences to Transformations: The Future of Value Creation.

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With Rory Henry
The Holistic Guide to Wealth Management

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When advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences.

But according to Fortune 500 management advisor Joe Pine, those levers are no longer enough. The real opportunity lies one level deeper: helping clients change.

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Cofounder of Strategic Horizons LLP, Pine is the co-author of The Experience Economy and author of the newly released The Transformation Economy. He argues that the U.S. economy has continued its long arc first from commodities, then to goods, services and experiences, and now to transformations. In this next transformation phase, the customer is no longer buying a product, activity or even a memorable event. They are investing in who they want to become. READ MORE →

Carl Richards: The Lie of “Enough” | Holistic Guide

March 30, 2026

By Rory Henry

Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead.

With Rory Henry CFP®, BFA™
For CPA Trendlines
The Holistic Guide to Wealth Management

Nick Pasquarosa: Advisory at Scale Requires Systems, Not Heroics | Holistic Guide

March 24, 2026

By Rory Henry

Bookkeeper360’s rise to 1,000 clients shows how workflow, AI, and remote talent—not individual effort—power modern CPA firm growth.

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With Rory Henry CFP®, BFA™
For CPA Trendlines

???Build a 7-figure firm in just 4 hours a week!

When firms talk about innovation in accounting, they often start with technology. But in my conversation with Nick Pasquarosa, founder and CEO of Bookkeeper360, it became clear that technology was never the starting point for his firm. It was the result of listening closely to small business owners and building systems to solve their most persistent problems.

MORE Rory Henry and The Holistic Guide | BOLT: Bookkeeper360 Launches Mobile and Web App Featuring AI-Powered Virtual CFO

Pasquarosa founded Bookkeeper360 in 2012, long before cloud accounting was the norm. What began as a door-to-door side hustle helping local businesses reconcile their checking accounts evolved into a nationwide cloud accounting firm serving nearly 1,000 small business clients with a team of more than 75 professionals across 26 states.

“I started this in high school,” Pasquarosa tells me. “It really started with an interest in helping small businesses stop running their business off their bank account balance and [instead] giving them timely, accurate books so they could make real-time decisions.”

Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide

February 14, 2026

By Rory Henry

Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm.

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???Build a 7-figure firm in just 4 hours a week!

By Rory Henry CFP®, BFA™
For CPA Trendlines

When CPA firms talk about growth, the conversation often centers on acquisitions, headcount, or revenue targets.

But Alan Whitman, the ex-Baker Tilly CEO and newly named CEO of a private-equity-backed hybrid, says sustainable growth requires something deeper: clarity of strategy, shared language, and systems that enable people to perform at scale.

MORE Alan Whitman Plants a Flag in the Private Equity Landscape | Whitman: Build Culture on ‘Progress,’ Not Change | Moss Adams-Baker Tilly Merger: Bigger Isn’t Better. Better Is Better. | Rory Henry and The Holistic Guide to Wealth Management | The Holistic Guide to Wealth Management |

5 Advis-ROR® Takeaways

Growth requires a mindset before metrics. Sustainable scale comes from changing how a firm thinks and operates, not just from chasing revenue, headcount, or deal volume.

Strategy is about direction, not activity. Conferences, outreach, and initiatives only matter when they clearly support how the firm wants to be seen and who it is built to serve.

Systems enable people to scale. Communication, sales, and talent engines allow firms to grow without relying on individual effort or burnout.

Language creates alignment. Clarity about who the firm is and what it does helps teams make consistent decisions and reduces confusion as the organization expands.

Leadership demands clarity over hope. Early success may come from hustle and hope, but long-term growth requires intentional structure, accountability, and shared understanding.

This episode of AFO Wealth Management Forward was recorded shortly before the public announcement of a new professional services platform that combines accounting and advisory firm Nichols Cauley with insurance brokerage Partners Risk Services and transaction advisory firm JGH Consulting. The new platform is supported by a strategic investment from private equity investment firm Madison Dearborn Partners. Whitman was named CEO of the combined platform. Widely known for his role in helping scale Baker Tilly into a national firm, Whitman says his leadership mindset is focused less on outcomes and more on the conditions that enabled growth.