Pulse of the Practice

By Thomson ReutersBusiness Entrepreneurship

Pulse of the Practice episodes

October 31, 2023 Trends in the Profession
Paul and Mo have a discussion around trends in the profession and possible steps we can take to address some of the challenges.
28 min
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.
24 min
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.
29 min
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.
31 min
September 19, 2023 Deadline Talk
Paul and Mo have a discussion around deadlines, both internal and external, and managing client relationship and expectations.
26 min
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.
28 min
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.
22 min
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.
23 min
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.
24 min
July 25, 2023 2023 Advisory Symposium Review
Paul and Mo have a discussion about their experience during 2023 Advisory Symposium in Marco Island, FL.
24 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!