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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 Look outside your industry for ways to build trust

    Here are three simple strategies for building client trust.

    January 21
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Don’t give away your shot

    Here’s how to stay scrappy and hungry.

    January 6
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Find your client’s key lime pie

    Going above and beyond keeps clients happy.

    December 28
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Basics for virtual onboarding of new staff

    Mic, camera, action!

    December 1
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Vanilla Ice and Velcro suits

    Being the trusted advisor means being the problem-solver.

    November 12
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Choice architecture for interacting with clients

    One of the biggest areas of friction between CPAs and their clients is in the area of document sharing. Here are some solutions.

    October 26
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think The autodidactic CPA

    Here’s why self-taught (batteries included) professionals are rising to the top.

    October 19
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Are you a Libertarian Paternalist with your clients?

    Don’t be afraid to say, “This is what I would do if I were you.” That’s why they pay you.

    October 13
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Warren Buffett’s secret to accomplishing what’s most important

    Three steps can help you become more effective at your firm.

    October 5
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think An accountability partner will help you reach your goals

    Find someone who will tell you what you need to hear, not what you want to hear.

    August 30
    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.