In this episode, Rory speaks with Matt Tait, co-founder of Decimal and host of After Your First Million, about the transformative role of AI in accounting and business operations. Discover how Matt's company, Decimal, is using AI to reduce manual work, allowing accountants to focus on high-level advisory roles. Learn...
In this episode, Rory speaks with Dominic Piscopo, founder of Big 4 Transparency, about his mission to bring salary transparency to the accounting profession. Discover how Dominic’s own experience with underpaid roles at a Big 4 firm inspired him to create a platform where CPAs can anonymously share and access...
In this episode, Rory speaks with Jeff Bartsch, founder of Story Greenlight and veteran content creator for networks like ABC, NBC, and Netflix, about the transformative power of strategic storytelling. Jeff shares his insights on how the elements of a compelling story: character, desire, obstacles, and transformation can be applied...
In this episode, Rory speaks with Nicole Davis, Chief Hello Officer at Butler Davis Accounting and co-founder of The Modern Bookkeeper, about identifying opportunities and leading through change. Nicole shares how her focus on client relationships and a holistic approach has allowed her to help small business owners become financially...
In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, about his philosophy of “breaking the mold” and how it has shaped his approach to leadership and innovation in the accounting profession. Learn why Alan believes that intentional evolution, rather than revolution, is the key...
In this episode, Rory speaks with Samantha Lamas, a behavioral researcher at Morningstar, about the crucial but often neglected aspect of retirement: emotional preparedness. Discover how retirement is evolving beyond the traditional notion of leisure and why it’s essential to consider the psychological transitions alongside financial planning. Learn why Samantha...
In this episode, Rory welcomes Alex Kirby, CEO of Total Family, to discuss how families can uncover and pursue their life visions. Learn how Alex transitioned from banking to leading a company that focuses on defining and aligning family values, purpose, and roles to create a meaningful vision. Discover why...
In this episode, Rory welcomes Jamie Peebles, who shares his journey from lawyer-turned-developer to Founder and CEO of Knuula. Discover why solving problems that generate revenue quickly can be more valuable than chasing perfection, and how Knuula’s platform is revolutionizing document workflows for firms. Jamie discusses the challenges of starting...
In this episode, Rory speaks with Jody Padar, the Radical CPA, about the future of CPA firms and her latest book, "Radical Pricing." Discover why Jody believes the traditional CPA firm model won't exist by 2030 and how private equity and fintech are transforming the accounting profession. Learn about the...
Connect on LinkedIn:Rory HenryByron Patrick CPA, CITPLearn more aboutArrowroot Family OfficeVerifyiQ Leadership in a Volatile Landscape w/ Byron Patrick In this episode, Rory interviews Byron Patrick, the CEO of VerifyIQ, a practice management solution that automates and accelerates bookkeeping reviews. Discover how Byron, a CPA turned tech innovator, navigates leadership in the...
