Accounting Today

Kyle Walters

Kyle Walters

kwalters@atlastaxadvisors.com

Kyle Walters, CFP, CPWA, CIMA, is a partner at L&H CPAs and Advisors in Dallas. He is the author of Taxes in Retirement, The Informed Investor, The Physician’s Tax Planning Guide and the forthcoming book, The Personal CFO. Click here for Kyle’s recent articles and posts. He has been featured in media sources ranging from The Wall Street Journal and Fox TV and The Dallas Morning News to Wealth Management.com and KTRH Radio.

Voices Don’t be a numbers person: Be a ‘complexity filter’

Kyle Walters
Partner L&H CPAs and Advisors

Clients don’t care how much you know about accounting; they care how much you know about their situation.

Client strategies April 13

Client strategies April 13
Voices Amazon effect: Business with least amount of friction wins

Kyle Walters
Partner L&H CPAs and Advisors

Clients really want to do more business with you. Don’t make it difficult for them.

Client relations March 23

Client relations March 23
Voices Autopsies without blame

Kyle Walters
Partner L&H CPAs and Advisors

Don’t point fingers when something goes awry. Focus on your firm’s systems and processes so the same mistakes don’t keep popping up.

Client communications March 16

Client communications March 16
Voices Idea meritocracy for CPAs

Kyle Walters
Partner L&H CPAs and Advisors

How well does your firm disagree? “Healthy conflict” is not an oxymoron at high-performing CPA firms. It’s a proven way to make sure the best ideas win and best decisions are made.

Practice structure February 20

Practice structure February 20
Voices Becoming a multiplying force

Kyle Walters
Partner L&H CPAs and Advisors

Adding the right combination of new capabilities will make you more valuable to clients and more scalable as a business. Follow this advice in today’s new advisory landscape.

Client relations January 26

Client relations January 26

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