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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 The ant on the elephant

    Too much of the way accountants run their practices is driven by subconscious habit.

    May 7
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Don’t take your post-tax season vacation yet

    Extend tax season for half a day to debrief. You will be so glad you did.

    April 16
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Managing your gunpowder

    Only after you have empirical validation that something new could work should you make major changes at your firm.

    April 9
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Point with your thumb, not with your finger

    You’re not an accountant; you’re a luxury service provider.

    March 20
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Adopting a Ritz Carlton mentality

    Make clients a walking billboard for your firm.

    March 7
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Client communication during busy season

    Four words can make all the difference.

    February 6
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Productivity hacks: Getting more out of your valuable time

    Busy season has barely begun and you can expect it to be one of the most frenetic and stressful tax seasons ever. Take control of it with some handy apps.

    January 29
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think The annual organizer is dead – long live the engagement kit

    The “organizer” is no longer something that most clients will actually fill out and stuff, staple and paperclip.

    January 11
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think How to get hydrated without choking on the fire hose

    With things changing so fast in the accounting world, many CPAs feel it’s difficult just trying to keep up.

    January 2
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think A goal is not a plan

    Without having a defined plan in place—the steps you need to go to get from Point A to Point B—all you have is a dream.

    December 13
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
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