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accounting arc

henry: is the future of finance with nontraditional accounting? | arc

combine technical knowledge with behavioral insights to create holistic client solutions.

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accounting arc
with donny shimamoto
center for accounting transformation

accountants have long been known as trusted advisors, but a growing movement is redefining what that means. in a recent episode of accounting arc, host donny shimamoto, cpa.citp, cgma, sat down with rory henry, cfp®, bfa™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first approach. 

more accounting arc: cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough

henry is a director at arrowroot family office, co-founder of afo wealth management forward, and author of holistic guide to wealth management: the science behind integrating services with the human side of behavioral financial advice. his mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.

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growth strategies

mr. inside vs. mr. outside

black cat statue and white cat statue, nose to nose

… which is not to say they never work together.

by august aquila
max: maximize productivity, profitability and client retention

“mr. inside” is a term often used to describe a role within a professional services firm, particularly in sales and business development contexts. this role contrasts with “mr. outside,” who typically focuses on building client relationships and generating new business opportunities externally.

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mr. inside

mr. inside’s primary responsibilities include:

  1. client interaction: mr. inside engages with existing clients, addressing their needs, providing information about the firm’s services and ensuring overall client satisfaction. this involves understanding clients’ challenges and goals to offer tailored solutions.

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pricing, fees & billing rates

rule #1 of scoping for alignment

plus three more basic steps. 

by jody padar
radical pricing – by the radical cpa

how often have you heard the old saying about having two ears and one mouth because listening is twice as important as talking? hopefully, often, because it is as true as anything i’ve ever heard. scoping is all about listening, so when you make a presentation, you’ll know what you’re talking about, and the client will know you know.

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here are four basic steps you can follow to make sure you and the client are in alignment when the time comes to start a new project or present to a potential new client:

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management

start with the cash

 

a wealth of information is lurking there.

by ed mendlowitz
77 ways to wow!

one time i was asked to audit a hotel in florida that was going to be foreclosed on by the mortgagor and for which i was paid in advance. the audit was planned and scheduled, and it looked like we had everything under control from our end as much as we could.

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i received a call on a friday morning that the foreclosure was going to take place sooner than expected, and i had to either do my work monday through wednesday or return the retainer because the foreclosure was going to take place on thursday. i took a sunday evening flight with a senior accountant. when i walked into the hotel, i got really nervous. this was not a small motel but a big hilton hotel – not what i anticipated.
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client accounting services

gocke: operations overhaul doubles firm rev | it’s not just the numbers

structured operations freed partners to focus on clients and doubled revenue in six years.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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it’s not just the numbers
with penny breslin and damien greathead
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running a modern accounting firm requires more than technical expertise. partners must balance client relationships, business development, and administrative responsibilities, often leaving firms stretched thin.

in a recent episode of it’s not just the numbers, doug gocke, chief operations officer at a mid-sized california firm, describes how restructuring responsibilities and focusing on operations helped his firm double revenue in six years without significantly increasing staff or client count.

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gocke, who refers to his role as “chief of all trades,” said growth came from building teams before taking on new clients, creating clear accountability, and relentlessly reviewing procedures.

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