Paul and Mo have a discussion around re-establishing the future ideal client persona to work with.

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. 

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.

Paul and Mo have a discussion about their experience during 2023 Advisory Symposium in Marco Island, FL.

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.

There are several phases and factors to be considered when managing the firing process. Paul and Mo discuss firing people- internal (staff) and external (clients).

This week Paul and Mo are joined by Lisa Tierney, senior manager with Thomson Reuters Professional Services. They discuss managing people, making tough decisions in critical moments, taking calculated risks, and different leadership styles.

Paul and Mo have a discussion about the ongoing issue of finding qualified staff, attracting new talent, and strategies to implement to fill in the gap and needs of a firm.

This week Paul and Mo are joined by Chris Papin, owner of Papin CPA. They learn about how his role as an advisor has changed and evolved in his journey, and what he is doing today to lead the firm and his client relationships.