today's features
advisory & consulting

clients need empathy

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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accounting influencers

don’t let ai sound smarter than you | accounting influencers

keep your own voice in charge.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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accounting influencers
with rob brown

in the race to stay relevant in accounting, artificial intelligence has emerged as both a powerful accelerator and a quiet threat. in this episode of the accounting influencers podcast, the conversation dives deep into how accountants can harness ai to amplify their visibility and credibility—without losing their authenticity.

ai tools like chatgpt, copilot, and jasper have made it easier than ever for professionals to create content that showcases their expertise. need a linkedin post, a client email, or a blog idea? you can generate it in seconds. but speed comes with a price. the danger, as host rob brown notes, is mistaking efficiency for originality.

“ai is fast. ai is smart. but ai has no soul,” says brown. “it’s never sat with a client in crisis or led a team through busy season. it hasn’t lived your story.”

the temptation to let ai speak for you is understandable. accountants are busy, and content creation can feel daunting. yet, when ai-generated posts sound polished but generic, professionals risk blending into the background. the very tool designed to help them stand out could make them indistinguishable.

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leadership

five principles of high-performing firms

transformation must occur at every level.

by anthony zecca
leading from the edge

“the world accommodates you for fitting in, but only rewards you for standing out.” – matshona dhiliwayo, author, “the art of winning.”

after your assessment of the leadership team, and the assessment of your own leadership, we move on to the challenge of answering the key question – what steps need to be taken (the road map) to move the firm from where it is today to a standout, high-performing firm?

more by anthony zecca
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the call to action and question for you as the edge leader, for your leadership team, for your partners, and in fact for the entire firm to answer is, do you just want to fit in or are you willing to do what it will take to stand out? if you want to move to the top of the pack, what does the firm need to accomplish and how does leadership drive that transformation?

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advisory & consulting

the cycle of caas-chasm

silhouette of man leaping from one cliff to another

client needs evolve with their businesses.

by hitendra patil
client accounting services: the definitive success guide

again, what is the difference between cas and caas? many firms feel stuck in the middle, offering advisory in theory but not in execution. that gap is the caas-chasm. this article outlines the cycle that causes advisory initiatives to stall and helps you recognize the signs in your own firm. it’s the first step to breaking through.

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client accounting and advisory services (caas) is a fusion of traditional accounting services with advisory services that emerge from core accounting work. think of cas as a self-study course and caas as a guided workshop, but not necessarily in-person events.

caas is (needs to be) customized to individual client needs. caas must cater to the evolving demands of businesses in a changing economic, regulatory and technological landscape.
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pro member exclusive

virtual accounting firms have hidden costs

happy business professionals giving high five hand slap

save by combining a retreat with cpe.

by jody grunden
building the virtual cfo firm in the cloud

with a brick-and-mortar company, there are a number of standard costs that you would expect to have, such as rent or mortgage, utilities, building repairs, furniture, technology, etc. the total amount of these kinds of costs typically falls in the range of 3-4 percent of the company’s annualized revenue. that amount can be pretty significant for a lot of companies.

more by jody grunden
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some business owners may think they can save the company all of that money by going remote, but i personally believe that’s a terrible idea. while it’s true that a distributed company doesn’t have the costs that come with having a physical space, the very nature of a remote work environment results in a completely different and unique set of needs that should be considered in the company’s annual budget.
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