Paul and Will are joined this week by Katie Thomas, a CPA and the owner of Leaders Online. We talk about using social media well. Katie makes some great cases for using video, and focusing on being authentic and personal over being technical. We hope you get some tips – or perhaps courage – from this episode. You can learn more about Leaders Online from their website, https://leaders-online.com/.

This week Will and Paul talk with Geraldine Carter, CEO of She Thinks Big Coaching. Geraldine shares her perspective on valuing the essentials that your clients need from you as their accountant. Listen in, see what you think! Geraldine has also made available her PDF called “Pricing Tools Simplified for CPAs” through this link - SheThinksBigCoaching.com/pulse.

This week Will and Paul talk through the concept that it is time for your firm to reset. After playing months (and months, and months) of triage – we need to take our firms out of triage mode and set the course for how things will be going forward. What benefits will your team and clients get from a reset?

Paul and Will are joined this week by Glenn Harper, owner of Harper & Co CPAs in Columbus OH. Glenn shares his story of the mental transition from feeling he had to do it all, to trusting his team. Listen in – and work on building those team trust muscles!

This week Will and Paul sit down with Blake Oliver, host of ‘The Cloud Accounting Podcast’ and also the Marketing Director at Jirav. Blake brings some great insight to using technology for improving the client experience in working with your firm.

Paul and Will are joined this week by Janel Sykora, a veteran in the accounting profession and currently the CMO of TaxExact. Janel shares the value of telling the story of your firm. Listen in to a great conversation about getting started with your story.

As we come into this year, there is an increase in a new ‘type’ of entrepreneur – coming from a corporate background of length, rather than a lifelong entrepreneur. This week Will asks Paul about how he is handling those prospects and their needs in a bit of a twist from his tradition new entrepreneur client.

This week Will and Paul sit down with Meg Balestrieri, a Senior Consultant with Thomson Reuters who has helped over 150 firms make their transition to advisory. Meg shares her insights on what helps firms be successful, and what challenges firms must face head on as they make the transition.

This week Will and Paul sit down with Mark Martukovich and Brittany Lanphier – fresh off the first 2 Partner Summits of the year. Listen in on the takeaways from the event. Haven’t signed up yet? There is still time to catch one! To learn more or register please visit https://tax.thomsonreuters.com/us/en/partner-summits

This week Will and Paul talk about the cultural push of ‘back to normal’ and the dangers that may present to your firm, if you let that mindset seep into client relationships and internal operations.