Pulse of the Practice

By Thomson ReutersBusiness Entrepreneurship

Pulse of the Practice episodes

March 18, 2025 Why Should I Reset a Relationship?
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.
32 min
March 04, 2025 2025 Kickoff!
Paul and Mo are back to check on the pulse of the practice!
23 min
December 24, 2024 A Year in Review
It's bittersweet moment as Paul and Mo reflect on key moments this year and what they're looking forward to in 2025.
27 min
December 09, 2024 Are Your Ready to Advise?
Paul and Mo discuss the new AI-powered tech with Ready to Advise during Thomson Reuters SYNERGY.
13 min
December 03, 2024 What does the number 200 mean?
Mo surprises Paul with a special Pulse of the Practice Anniversary announcement.
11 min
October 08, 2024 SafeSend
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.
24 min
October 01, 2024 BDO Alliance USA
Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and opportunities.
27 min
September 17, 2024 Evaluating Relationships
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.
27 min
September 10, 2024 Beyond the Tax Return
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.
27 min
September 04, 2024 Back to School!
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.
26 min

About Pulse of the Practice

From the publisher's feed

We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant topics you're all familiar with; leadership, client relationships, firm culture, staffing, technology, and much more!