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The Accountant as Life Coach: A New Path for the Profession?
Explore how CPAs can guide clients through values, wealth, and well-being. What happens when accountants stop crunching numbers and start transforming lives? In this episode of Accounting ARC, Donny Shimamoto sits down with Rory Henry—author of Holistic Wealth Management—to explore how CPAs can step into nontraditional roles, blend tax with financial planning, and even act as life coaches. From values-based planning to behavioral finance, this episode shows how the road less traveled is becoming the future of accounting. Watch now and see how accountants are redefining success!
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Trust but Verify: AI, Innovation & Accounting’s Next Generation
Accounting is rapidly transforming through AI, shifting from “trust but verify” to smarter guardrails, redefining innovation, and positioning the next generation as the profession’s strongest competitive edge.
March 2, 2026
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Navigating Political Differences in Accounting
Can you talk politics without it blowing up? Top accounting leaders reveal how to have real, respectful conversations—even when you disagree—and why it actually strengthens teams and clients.
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