Pulse of the Practice

Paul and Mo discuss things to do for the next 3 months after the April deadline.

Paul and Mo are joined by Mark Martukovich with Business Advisory and Accounting Partners. They look into Mark's journey; what it was like for him when he started vs. what's it like for him today.

Paul opens up to Mo about his experience as a firm leader.

Paul and Mo are joined by Dave Fischer and Lera Cooper with Accountability Services. They discuss the importance of firm culture, trust, transparency, communication, and leadership when it comes to mergers and acquisitions. 

It’s not a matter of "If" it's a matter of "When" - Paul and Mo have an AI chat

Paul and Mo discuss hot topics that are happening right now and some real client expectations and discussions need to happen.

Paul and Mo have a discussion around the annual ceremony of receiving client information and how to make that process efficient and uneventful.

Clients who bring stress to the firm during the busiest time, how can you be proactive with them now? Paul and Mo discuss setting the client pace for this tax season.

This week Paul and Mo have a discussion regarding prospects, ideal client, and why defining and following the process is important.

And just like that… 2023 is here! Paul and Mo have a chat about key learnings from 2022 and things to consider for 2023.

Paul and Mo are joined by Dave Fischer and Lera Cooper with Accountability Services. They talk about the mindset shift when it comes to working with the ideal client today and how that is different from the one of yesterday. 

Protecting client information and protecting your firm is the main topic of discussion with Jim Robnett, current Executive Director for Market Development and Project Management at Madison Associates, Inc and former Deputy Chief of Criminal Investigation (CI) for the Internal Revenue Service.

Paul and Mo are joined by Michael Butrica, CPA - Founder and Principal of Butrica Ployd & Associates. They discuss value proposition strategies, communicating that value, and handling client objections.

Paul and Mo are joined by Heather Sunderlin, a business advisory consultant with Thomson Reuters Professional Services. They discuss Quiet Quitting. Although the term has gone viral through social media recently, the concept and aspects of quiet quitting existed in the workplace for much longer.

Or Finding New Revenue?! Paul and Mo have a discussion regarding finding new revenue, how to have those conversations with existing clients, and how scope place a role into it.

Paul and Mo talk about defining your ideal client and who you want to work with. They discuss how this should be an essential part of finding your next new client.

Paul and Mo are joined by Jody Grunden, co-founder of Summit CPA Group and together they discuss Virtual CFO Services and what a typical client engagement looks like for those services. They also talk about forecasting and KPIs.

Paul and Mo are joined by Ernie Villany, Founder and President of Boulder Valley CPAs. They disucss firm culture, why it's important, and the components that make up the shared core values of an organization.

Tracking time and keeping timesheets have always been a hot topic, and for years we hear arguments for and against what has always been an essential part of an accounting firm. Paul and Mo have a discussion on this topic and bring staff productivity, efficiency, and the impact all of this has on a client relationship.

Paul and Mo have a timely conversation about the potential impact of the Inflation Reduction Act on client relationships and advisory services.

Paul and Mo are joined by Meg Balestrieri, a business advisory consultant with Thomson Reuters Professional Services. They talk change; why change is important, when to implement change, and how to execute change.

In this episode, Paul and Mo talk about year-end planning and it's challenges. They discuss the importance of making it part of an ongoing planning strategy in a client relationship.

Paul and Mo invite Lisa Tierney and Therese Witherow as they have a conversation about Thomson Reuters Advisory Symposium. They discuss why it’s important to have an all advisory conference, what this conference is all about, and their experience during the event.

This week Paul introduces Mo Arbas, Senior Business Advisory Consultant with Thomson Reuters Professional Services. Mo Arbas will be the new cohost alongside Paul in this new and re-imagined Pulse of the Practice podcast.

This week Will or Paul mention lyrics from Boyz II Men….which one will it be? Why would they do that? Listen in as we chat about trends that have moved over the past 3 years, and those that have persisted.