Pulse of the Practice

By Thomson ReutersBusiness Entrepreneurship

Pulse of the Practice episodes

April 02, 2024 Staying Positive
In this week's episode, Paul and Mo are joined by Julia Hampton, CPA. They discuss client and staffing challenges, and the importance of change and thinking different for a better work life balance.
25 min
March 26, 2024 An Advisory Consultant's Perspective
This week, Paul and Mo are joined by Bryan Amberg, Business Advisory Consultant with Thomson Reuters Professional Services, and hear his perspective and experience working with firms in an advisory capacity.
28 min
March 12, 2024 Overcoming Challenges
Paul and Mo are joined by Brad Tafoya with Tafoya, Barrett, and Associates in Durango, CO. They discuss firm challenges with staffing and bandwidth, and how Brad was able to overcome those challenges by implementing advisory first mindset.
27 min
March 12, 2024 Be Comfortable with being Uncomfortable
In this week's episode, Paul and Mo are joined by Nick Magone, with Magone & Company in New Jersey. Nick shares insight on how building confidence, taking time to understand client needs, and starting even when uncomfortable, are all important factors in allowing him to keep growing his firm and moving forward in his journey.
30 min
March 05, 2024 Keeping it in the Family
In this week's episode, Paul and Mo are joined by Jennifer DeJesus with DeJesus & Associates PC. Jennifer shares her experience running a small accounting firm and how change is implemented with family only working at the firm.
21 min
February 27, 2024 Tax Planning
Paul and Mo have a discussion around financial advisors shifting to tax planning and how that could impact the profession.
27 min
February 20, 2024 2024 Kickoff!
And just like that… 2024 is here! Paul and Mo are back at it to check on the pulse of the practice.
30 min
December 20, 2023 Catching Up
Paul and Mo have a lot to catch up on! This week they share their thoughts on trends from the last couple of events they've been to.
27 min
November 21, 2023 SYNERGY 2023
Special Edition from SYNERGY 2023 broadcast booth.
9 min
November 16, 2023 SYNERGY 2023
Special Edition from SYNERGY 2023 broadcast booth.
9 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!