Paul and Mo are back to check on the pulse of the practice!

It's bittersweet moment as Paul and Mo reflect on key moments this year and what they're looking forward to in 2025. 

Paul and Mo discuss the new AI-powered tech with Ready to Advise during Thomson Reuters SYNERGY. 

Mo surprises Paul with a special Pulse of the Practice Anniversary announcement.

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.

Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and opportunities.

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. 

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.

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.

Paul and Mo are joined by Thomas J (TJ) Sabotka, Managing Partner of O'Brien Shortle Reynolds & Sabotka, PC. TJ shares his firm's journey, acquisitions, and how being the leader of change and having a coaching mindset are both important contributors to his success.