Special Edition Episode from Thomson Reuters SYNERGY Users' Conference.

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.