Your clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways.

The Disruptors
With Liz Farr

Terrell Turner started his “journey of doing things differently” on April 1, 2020, in the midst of the pandemic. While “2020 was the reset button for everyone,” that reset offered Turner a tremendous opportunity to create a new kind of firm. “We don't have any history in doing this,” Turner recalls thinking. “So how would we do this in this new environment that we're in?”

His path to founding a firm was unusual – from public accounting to industry and back to public accounting. He credits his time in industry with providing a “really solid foundation” in connecting processes with the impact on the financial statements. “I think being able to connect those dots is something I would have never been able to do had I not worked in industry for some time,” Turner says.

THE TAKEAWAYS: Terrell Turner Disruptor Notes | MORE: Disruptors | MORE CPA TRENDLINES PODCASTS and VIDEOS: Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create a Human-Centric Business | Nancy McClelland: Be the One Your Clients Ask First | SEE THEM ALL here.

Sense and Sensibility: Chapters 1 and 2