Rory is joined by Will Hill of Will Hill Consults to talk with Joey Drolshagen of IFGT Coaching and Consulting to talk about mindset. Find out why we act and react habitually, why we make the choices we make, and what causes us to either take action or sit on...
Rory is joined by Will Hill of Will Hill Consults to talk with Twyla Verhelst, Head of Accountant Chanel at FreshBooks about advisory, community, and work-life balance. Discover why Twyla believes "Intentionality" is so important and how firms can start thinking strategically about their future. She shares her...
Rory is joined by co-host Will Hill of Will Hill Consults as they talk with Glenn Harper and Julie Smith of Harper CPA Plus to talk about developing a firm culture. Learn about the importance of building a brand and internal culture that brings everyone together to achieve a common...
Rory is joined by Arrowroot Family Office Partner Mark McCarron and the Co-Founder and CEO of Tallyfor, Peter Wen. In this episode, Peter talks about the evolution of Cloud computing and how recent innovations in tax technology are finally starting to take hold. Find out how Tallyfor is cutting down...
Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The President of Universal Accounting Center, Roger Knecht , about actionable steps accountants can take to grow their business. In this episode, Roger talks about M.A.P. (Marketing/Sales, Accounting Services, Production) as way to breakdown...
Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The Visionary Group President, Bob Lewis, about the latest M&A activity in accounting. In this episode, Bob talks about how we could see more accounting firms being acquired by RIAs as more firms integrate tax...
Rory is joined by Guest Co-Host Blake Oliver, Founder of Earmark CPE and The Cloud Accounting Podcast, as they talk with Warren Pennington, Head of Fintech Strategies at Vanguard, which manages over $7 Trillion in assets globally. Discover what Warren says about the importance of technology, creating an environment for...
Rory is joined by Ron Saharyan, Co-Founder of Profit First Professionals and Co-Host of the Grow My Accounting Practice Podcast. Learn why the Profit First Methodology has helped over 650,000 businesses globally and how he and the organization are leading the charge to eradicate entrepreneurial poverty. Find out how a...
Rory is joined by Arrowroot Family Office Partner Michael Knittel and David Spencer of DKS Tax and Consulting as they discuss the latest developments in blockchain, cryptos, and NFTs. In this episode, listen as they discuss the news of Fidelity allowing bitcoin in 401ks, the explosion of NFTs as a...
Rory and Managing Director Mark McCarron are joined by Will Baker the Director of Marketing and Client Experience at Once Accounting. Once Accounting is a client integration tool for CPA firms that allows them to manage all of their client’s books in a single location. In this episode, Will discusses...
