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Kyle Walters
Kyle Walters of L&H CPAs and Advisors
Job title
Partner
Company/organization
L&H CPAs and Advisors
AT Think
About

Kyle Walters, CFP, CPWA, CIMA, is a partner at L&H CPAs and Advisors in Dallas. He is the author of the book, The Personal CFO. Click here for his 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.

Areas of expertise
Practice managementTax practiceTax season
CONTRIBUTED STORIES
  • AT Think You are your own worst boss

    What do you think your staff would say about you if they're honest? What would you say about you?

    October 16
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Better client meetings: Summary letters are a game changer

    You and your client both invested your most valuable resource — time — into a meeting. Don’t drop the ball now.

    October 11
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Better client meetings: Have an agenda, literally

    The third in a series of articles about running better client meetings.

    October 4
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Better client meetings: Owning the process

    The second in a series of articles dedicated to running better client meetings.

    September 12
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Better client meetings: Two essential kickoff questions

    Client meetings can be a colossal drain of your time — and your client’s time — if you don’t have a game plan before sitting down with them.

    August 22
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Take a lesson from the sharks: Move or die

    Accountants can't afford to sit still, either; they need to be constantly changing.

    July 30
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Expand your range

    Playing it safe is too risky in today’s complicated world.

    July 24
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Let freedom ring

    If you’re like most Americans, this is a short work week as thoughts shift to barbecues, fireworks and time spent outdoors with friends and families.

    July 2
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think 30 minutes of your time could save you 30 days of work

    Use idea filters for a big impact.

    June 11
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Two ears, one mouth: Act accordingly

    As trusted advisors, we spend so much of our day thinking about how we’re going to deliver answers. Instead, we should be spending a lot more time asking intelligent questions.

    May 16
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.