Pulse of the Practice

Summary In this conversation, Mo Arbas and Paul Miller discuss the complexities of client management in the advisory sector, emphasizing the importance of proactive engagement and understanding the annual client cycle. They explore the challenges of balancing technology with client needs, the significance of routine communication, and the necessity of shifting mindsets regarding tax preparation. T...

In this conversation, Mo and Paul discuss the challenges of navigating tax season, the evolving nature of client engagements, and the generational shifts in client expectations. They explore the role of meetings in client relationships, emphasizing the need for effective communication and understanding client dynamics. The discussion highlights the importance of adapting to new client behaviors an...

In this episode, Mo and Paul discuss the evolving landscape of advisory services in the context of AI and technology. They explore how AI tools like ChatGPT are being integrated into client interactions, the importance of maintaining a human element in advisory roles, and the future implications for professionals in the industry. The conversation highlights the need for advisors to adapt to changi...

Paul and Mo discuss how important it is to reset a client relationship and provide tips on how to do that on a regular basis. 

Paul and Mo are back to check on the pulse of the practice!

It's bittersweet moment as Paul and Mo reflect on key moments this year and what they're looking forward to in 2025. 

Paul and Mo discuss the new AI-powered tech with Ready to Advise during Thomson Reuters SYNERGY. 

Mo surprises Paul with a special Pulse of the Practice Anniversary announcement.

Paul and Mo are joined by Adrian Johnson, Chief Product Officer with SafeSend. They discuss how the use of technology has helped many firms address challenges within their workflow, both on the front-end and on the back-end, and how this is an ongoing evolution and growth.

Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and opportunities.

Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to communicate scope changes to clients. 

In this week's episode, Paul and Mo are joined by Brady Lievens, Chief Revenue Officer with Protection Plus. They discuss notices and audits and how Protection Plus partners with, and offers Tax and Accounting firms defense services.

In this week's episode, Mo goes back in time.. into the school days, and asks Paul about student loans and tax and planning stragies.

Paul and Mo are joined by Thomas J (TJ) Sabotka, Managing Partner of O'Brien Shortle Reynolds & Sabotka, PC. TJ shares his firm's journey, acquisitions, and how being the leader of change and having a coaching mindset are both important contributors to his success. 

In this week's episode, Paul and Mo are joined by Tim Petrey, the CEO of HD Growth Partners. They have a discussion around the challenges and opportunities in the past, the current, and the future accounting firm. 

Paul and Mo go LIVE from Carlsbad, CA during the Thomson Reuters annual Advisory Symposium, interacting with a live audience for the first time, and bringing them an exciting conversation with Tom Hood, CPA, CITP, CGMA. Tom is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. He was named in the top three most influential people in accounting by...

To guilt or not to guilt! In this week's episode, Paul and Mo have a discussion on a specific prospective client situation, and the conflict between the feeling of guilt and the right time to say No.

Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, as they have a part 2 discussion around the Beneficial Ownership Information (BOI) reporting rules and managing client information. 

Paul and Mo have a discussion around their experience of the first Partner Summit in 2024! They recall some highlights from the event and how the mindset of many peers in the profession has shifted into understanding advisory and realizing value.  

Paul and Mo have a discussion about the IRS ramping up its enforcement efforts and the operating plans for more audits. They also discuss initiatives that could be done to make sure clients have all their paperwork in order. 

What do firms do after the April deadline? Other than maintenance work, do firms have a retrospective, staff development plan, key initiatives, etc.? In this week's episode, Paul and Mo discuss post deadline development and initiatives.  

In this week's episode, Paul and Mo have a discussion around deadlines and the unnessary stress that it brings sometimes, and how to manage that between staff and clients.

In this week's special episode… what makes it special you ask? They're on video! Paul talks about a common client relationship challenge when other professionals are involved in a transaction. 

In this week's episode, Paul and Mo are joined by Julia Hampton, CPA. They discuss client and staffing challenges, and the importance of change and thinking different for a better work life balance. 

This week, Paul and Mo are joined by Bryan Amberg, Business Advisory Consultant with Thomson Reuters Professional Services, and hear his perspective and experience working with firms in an advisory capacity.