Pulse of the Practice

In this week's episode, Paul and Mo are joined by Nick Magone, with Magone & Company in New Jersey. Nick shares insight on how building confidence, taking time to understand client needs, and starting even when uncomfortable, are all important factors in allowing him to keep growing his firm and moving forward in his journey. 

Paul and Mo are joined by Brad Tafoya with Tafoya, Barrett, and Associates in Durango, CO. They discuss firm challenges with staffing and bandwidth, and how Brad was able to overcome those challenges by implementing advisory first mindset. 

In this week's episode, Paul and Mo are joined by Jennifer DeJesus with DeJesus & Associates PC. Jennifer shares her experience running a small accounting firm and how change is implemented with family only working at the firm.  

Paul and Mo have a discussion around financial advisors shifting to tax planning and how that could impact the profession. 

And just like that… 2024 is here! Paul and Mo are back at it to check on the pulse of the practice. 

Paul and Mo have a lot to catch up on! This week they share their thoughts on trends from the last couple of events they've been to. 

Special Edition from SYNERGY 2023 broadcast booth.

Paul and Mo have a discussion around trends in the profession and possible steps we can take to address some of the challenges.  

This week Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, to discuss the beneficial ownership information (BOI) reporting rules.

Paul and Mo have a discussion around new staff expectations, flexible work environments, hybrid/remote, and more.  

This week Paul and Mo talk about client onboarding; the initial phase of internal client onboarding, the client facing advisory onboarding, and the next phase of client onboarding to ensure value recognition and measure success and progress in the relationship.  

Paul and Mo have a discussion around deadlines, both internal and external, and managing client relationship and expectations.  

Paul and Mo have a discussion around re-establishing the future ideal client persona to work with.

This week Paul and Mo are joined by Trisha Floyd, CPA, owner of Ramos & Floyd CPA's LLC. Trisha takes us through her journey of buying an accounting firm, analyzing her book of business, and implementing advisory services to drive profitability.  

Paul and Mo have a discussion about navigating a simple client question that includes a complex tax and planning component, along with positioning the value of the service offering. 

This week Paul and Mo are joined by Sharon Macke and William Macke with Macke & Company, CPAs. They talk about their journey and the moment they realized change needs to happen, all the way to where they are today and their ongoing advisory journey.

Paul and Mo have a discussion about their experience during 2023 Advisory Symposium in Marco Island, FL.

This week Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, to discuss the importance of partnerships between accounting firms and law firms.

There are several phases and factors to be considered when managing the firing process. Paul and Mo discuss firing people- internal (staff) and external (clients).

This week Paul and Mo are joined by Lisa Tierney, senior manager with Thomson Reuters Professional Services. They discuss managing people, making tough decisions in critical moments, taking calculated risks, and different leadership styles.

Paul and Mo have a discussion about the ongoing issue of finding qualified staff, attracting new talent, and strategies to implement to fill in the gap and needs of a firm.

This week Paul and Mo are joined by Chris Papin, owner of Papin CPA. They learn about how his role as an advisor has changed and evolved in his journey, and what he is doing today to lead the firm and his client relationships.

Paul and Mo have a discussion about IRS's pilot for a free tax system, new technology and AI, and how this is all relevant to the tax and accounting profession and their future client.

Paul and Mo are joined by Brittany Lanphier with Lanphier, LLP and Therese Witherow, Principal Trainer at Thomson Reuters Professional Services. They discuss what Advisory Symposium is all about and what attendees should look forward to at this annual event.

Paul and Mo have a discussion around pricing the client relationship, fee increases and objections, and value proposition.