Pulse of the Practice

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.

Paul and Mo have a discussion about IRS's pilot for a free tax system, new technology and AI, and how this is all relevant to the tax and accounting profession and their future client.

Paul and Mo are joined by Brittany Lanphier with Lanphier, LLP and Therese Witherow, Principal Trainer at Thomson Reuters Professional Services. They discuss what Advisory Symposium is all about and what attendees should look forward to at this annual event.

Paul and Mo have a discussion around pricing the client relationship, fee increases and objections, and value proposition.

Paul and Mo discuss things to do for the next 3 months after the April deadline.

Paul and Mo are joined by Mark Martukovich with Business Advisory and Accounting Partners. They look into Mark's journey; what it was like for him when he started vs. what's it like for him today.