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
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...
How to become an Accountreprenuer
Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The President of Universal Accounting...
$50M+ Firms, M&A, RIAs, and Private Equity in Accounting
Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The Visionary Group President, Bob...
Head of Fintech Strategies at Vanguard & Blake Oliver Guest Co-Host – Elon Musk, Twitter, and Future of Fintech
Rory is joined by Guest Co-Host Blake Oliver, Founder of Earmark CPE and The Cloud Accounting Podcast, as they talk...
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....
Bored Ape Yacht Club, Web 3, and NFTs (Nonfungible Tokens)
Rory is joined by Arrowroot Family Office Partner Michael Knittel and David Spencer of DKS Tax and Consulting as they...
How Real-Time Data is Changing Public Accounting
Rory and Managing Director Mark McCarron are joined by Will Baker the Director of Marketing and Client Experience at Once...
NY Times Best Selling Author, Dr. Daniel Crosby: Behavioral Finance, Food & The Norwegian Underworld
In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Dr. Daniel Crosby, Chief...
OPPORTUNITY TO DO JOINT MARKETING EFFORTS WITH AFO WEALTH MANAGEMENT FORWARD
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 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...
How to become an Accountreprenuer
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...
$50M+ Firms, M&A, RIAs, and Private Equity in Accounting
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...
Head of Fintech Strategies at Vanguard & Blake Oliver Guest Co-Host – Elon Musk, Twitter, and Future of Fintech
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...
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. 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...
Bored Ape Yacht Club, Web 3, and NFTs (Nonfungible Tokens)
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...
How Real-Time Data is Changing Public Accounting
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...
NY Times Best Selling Author, Dr. Daniel Crosby: Behavioral Finance, Food & The Norwegian Underworld
In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, a leading turnkey Asset Management Platform that serves over 2100 Firms. He has a Ph.D. in Psychology from BYU, and he recently co-authored a...