Pulse of the Practice

By Thomson Reuters

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 ... more

4.8

2626 ratings

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FAQs about Pulse of the Practice:

How many episodes does Pulse of the Practice have?

The podcast currently has 235 episodes available.

Pulse of the Practice episodes:

October 17, 2023 FinCEN - Beneficial Ownership Information Reporting Rule
This week Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, to discuss the beneficial ownership information (BOI) reporting rules.
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24min
October 10, 2023 New Staff & Flexible Work Environments
Paul and Mo have a discussion around new staff expectations, flexible work environments, hybrid/remote, and more.
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29min
September 26, 2023 Client Onboarding
This week Paul and Mo talk about client onboarding; the initial phase of internal client onboarding, the client facing advisory onboarding, and the next phase of client onboarding to ensure value recognition and measure success and progress in the relationship.
...more
31min
September 19, 2023 Deadline Talk
Paul and Mo have a discussion around deadlines, both internal and external, and managing client relationship and expectations.
...more
26min
August 29, 2023 The ideal persona of the future
Paul and Mo have a discussion around re-establishing the future ideal client persona to work with.
...more
28min
August 22, 2023 Confidence and Profitability
This week Paul and Mo are joined by Trisha Floyd, CPA, owner of Ramos & Floyd CPA's LLC. Trisha takes us through her journey of buying an accounting firm, analyzing her book of business, and implementing advisory services to drive profitability.
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22min
August 08, 2023 Navigating a "Simple" Client Question
Paul and Mo have a discussion about navigating a simple client question that includes a complex tax and planning component, along with positioning the value of the service offering.
...more
23min
August 01, 2023 A Firm's Journey!
This week Paul and Mo are joined by Sharon Macke and William Macke with Macke & Company, CPAs. They talk about their journey and the moment they realized change needs to happen, all the way to where they are today and their ongoing advisory journey.
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24min
July 25, 2023 2023 Advisory Symposium Review
Paul and Mo have a discussion about their experience during 2023 Advisory Symposium in Marco Island, FL.
...more
24min
July 11, 2023 Important Partnerships
This week Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, to discuss the importance of partnerships between accounting firms and law firms.
...more
27min

FAQs about Pulse of the Practice:

How many episodes does Pulse of the Practice have?

The podcast currently has 235 episodes available.

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