In, Out, And Around The Box

Trow talks with Mark A. Stiles, CPA and founder of MAS CPA, about why real advisory isn’t dashboards it’s behavioral change. Mark breaks down his “box method,” balancing gut instinct with financial clarity, and how small firms can tell the story behind the numbers. They dive into value pricing, communication skills, and how AI helps his team build a “memory lake” that keeps client insights sharp and meetings impactful.