Be a client-centric human in a world of AI and technology.

The Disruptors
With Liz Farr

Several years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” Henry says. “But really, one decision affects another.”

The ultra-wealthy have long used the family office model to bring a staff of CPAs, attorneys, and advisors to provide governance, legacy planning, and intergenerational wealth planning. At Arrowroot Family Office, Henry is leveraging technology to bring the benefits of the family office model to everyone. “So it's really integrating these solutions, using technology, using relationships, to really provide for the many needs of the business and the personal finances of your clients.”

14 MORE TAKEAWAYS: More Rory Henry Disruptor Notes

MORE: Disruptors

MORE CPA TRENDLINES PODCASTS and VIDEOS: Mike Mksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create a Human-Centric Business | Nancy McClelland: Be the One Your Clients Ask First | Alan Whitman: Stop Accepting the Status Quo | The Disruptors | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial | Chris Hervochon: Be the Leader You Want to Work For | Caleb Jenkins: Firm Growth Requires Owners to Shift Roles |Ira Rosenbloom: Don't Merge for the Money | Adam Lean: Get Out of the Accountant's Trap | Geraldine Carter: Charging More is Better for Your Clients | Vimal Bava: When Working Smarter, Not Harder, Is the Only Option |

SEE THEM ALL here.

With Jean Caragher
For CPA Trendlines

Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains.

More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friday with Gear Up for Growth here |

But the bigger challenge, LaChance tells Jean Caragher in this episode of Capstone Conversations, is winning the competition for a shrinking pool of CPAs. “Human resources and marketing have to work hand in hand,” he says.

How nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession.

Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation

The accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sits down with Rachel Bashore, the director of operations at Herbein, to discuss her journey from attorney to accounting professional and the valuable perspective she brings to her firm.

SHOW NOTES here | MORE Accounting ARC: Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | In-Person Conferences Still Essential | Non-Accountants in Accounting: A Game-Changer for the Profession | Rubik Yeriazarian: Smaller Firms Offer Big Opportunities for Rapid Skill Development in Forensic Accounting | Accounting ARC | AI Will Steal Your Job. And That’s a Good Thing | Accounting ARC | The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC

"Accounting is ripe for change, and that’s what excites me," Bashore says, reflecting on how her varied career—from IT consulting to trial law—helped prepare her for the challenges of modern accounting. Bashore has a unique path into the industry. After years working with IBM, she transitioned into law, specializing in litigation before moving into banking and fintech.

Bashore’s background exemplifies adaptability. She explains how her role at IBM involved solving technical conflicts, which led her to study law and become a trial lawyer. Eventually, she shifted into operations, helping companies grow and manage risk. Her entry into accounting came through Herbein, where she saw opportunities to bring fresh perspectives to an industry on the verge of transformation.

"Accounting is becoming more about advisory services and helping clients succeed beyond just tax returns and audits," she remarks. "I’ve done that with software, law, and banking. Now, I get to help a firm expand into new areas."