INTERVIEWS WITH LEADERS IN ACCOUNTING AND FINTECH!

INTERVIEWS WITH LEADERS IN ACCOUNTING AND FINTECH!

A podcast about finance, accounting, and technology! Listen to interviews from major publications like the WSJ, Fortune, Forbes, Accounting Today, and AccountingWeb. Gain insights from leading voices in the accounting profession like Randy Johnston, Jody Padar, Geraldine Carter, Donny Shimamoto, and Twyla Verhelst. Discover the secrets to success from CEOs, entrepreneurs, and thought leaders to help you grow both professionally and personally. 

OPPORTUNITY TO DO JOINT MARKETING EFFORTS WITH AFO WEALTH MANAGEMENT FORWARD

We conduct webinars and panels with leaders in accounting and fintech!

OPPORTUNITY TO DO JOINT MARKETING EFFORTS WITH AFO WEALTH MANAGEMENT FORWARD

We conduct webinars and panels with leaders in accounting and fintech!
ChatGPT and AI Implications

ChatGPT and AI Implications

Rory is joined by guest co-host Seth Fineberg Accounting Editor and Business Journalist, as they talk with Ben and Peter Wen of Tallyfor about ChatGPT and AI. Discover what they say about the history of AI within the profession and how practitioners can utilize the latest AI developments to enhance...

Kickoff 2023 & Best of 2022 – Part 2

In part two of our year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen to accounting and wealth management thought leaders talk about sentiment analysis, tax planning, behavioral finance, opportunity zones, AI, advising business owners and much more. Listen to clips from the following guests: Blake Oliver and Warren...

Advising Women & Forming Strategic Partnerships

CPA & Money Coaching – Advising Women & Forming Strategic Partnerships

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH! Connect on LinkedIn: Connect with Deborah Daniel Connect with Diane Young Connect with Rory Henry Learn more about Arrowroot Family Office Charter Accounting CPA & Money Coaching - Advising Women & Forming Strategic Partnerships Rory Henry is joined by Diane Young, Partner at Arrowroot Family Office, as they talk...

Jackie Meyer, Founder of Concierge Certified Accountant and TaxplanIQ

Tax Planning to Supercharge your Business

Rory Henry speaks with Jackie Meyer, Founder of Concierge Certified Accountant and TaxplanIQ to talk about how to supercharge your firm through tax planning. Listen as Jackie talks about helping firm owners save clients tens of thousands to hundreds of thousands of dollars through her tax planning solution. Discover why...

AFO | WEALTH MANAGEMENT FORWARD PARTNERSHIP PROGRAM