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CPA Spotlight: Leading Construction Contractor Firm & Drag Racing
Rory Henry talks with Carrie Bradshaw of CD Bradshaw and Associates about her firm's growth and how to focus on... read more

Turn Client Data into Actionable Insights, Move from Compliance to Consulting
Rory Henry and Will Hill of Will Hill Consults talk with Glenn Dunlap of Peerview data as they discuss how... read more

Risk Aware – Recession, Deglobalization, Ukraine/Russia War, and FTX
Rory speaks with Rick Bookstaber, former Head of Risk at Morgan Stanley, Author of The End of Theory and A... read more

Grow your business by Joining or Building an Accounting Community
Rory is joined by Richard Roppa-Roberts of Quasar Consulting and Roundtable Labs and Dave Kersting of Capovario to talk about... read more

Value of an Advisor and Behavioral Coaching w/ Vanguard’s Michael DiJoseph
In this episode, Rory speaks with Michael DiJoseph, CFA, a senior strategist at Vanguard Investment Advisory Research Center, as they... read more

Advice Engagement: Secure ACT 2.0, Tax & Financial Planning
Rory is joined by Ross Riskin CPA/PFS, Chief Learning Officer at the Investment & Wealth Institute and Founder of VisiWealth... read more

Wealth Tech, CPA Advisors, and ChatGPT-4
In this episode, Rory speaks with Ryan George of Docuspace about his journey from the tax-focused wealth management world for... read more

High-Frequency Trading to Employee Stock Ownership Plans (ESOPs)
In this episode, Rory speaks with Darren Gleeman, Managing Partner of MBO Ventures, to discuss Employee Stock Ownership Plans. Darren... read more

Profit First – Stephen Hawking, Toothpaste, and How to Quit Smoking
Rory is joined by Ron Saharyan, Co-Founder of Profit First Professionals and Co-Host of the Grow My Accounting Practice Podcast.... read more

From Book to Tax and a Bridge to Wealth Management
Rory is joined by Arrowroot Family Office Partner Mark McCarron and the Co-Founder and CEO of Tallyfor, Peter Wen. In... read more