Pulse of the Practice

By Thomson ReutersBusiness Entrepreneurship

Pulse of the Practice episodes

April 18, 2023 Behind the scenes
Paul opens up to Mo about his experience as a firm leader.
39 min
April 11, 2023 Working on the business
Paul and Mo are joined by Dave Fischer and Lera Cooper with Accountability Services. They discuss the importance of firm culture, trust, transparency, communication, and leadership when it comes to mergers and acquisitions.
28 min
March 28, 2023 AI
It’s not a matter of "If" it's a matter of "When" - Paul and Mo have an AI chat
25 min
March 21, 2023 Things are happening
Paul and Mo discuss hot topics that are happening right now and some real client expectations and discussions need to happen.
29 min
March 14, 2023 Managing the tax process
Paul and Mo have a discussion around the annual ceremony of receiving client information and how to make that process efficient and uneventful.
29 min
March 07, 2023 Setting the pace
Clients who bring stress to the firm during the busiest time, how can you be proactive with them now? Paul and Mo discuss setting the client pace for this tax season.
26 min
February 28, 2023 Prospects
This week Paul and Mo have a discussion regarding prospects, ideal client, and why defining and following the process is important.
33 min
February 21, 2023 2023 Kickoff!
And just like that… 2023 is here! Paul and Mo have a chat about key learnings from 2022 and things to consider for 2023.
29 min
December 13, 2022 The Ideal Client
Paul and Mo are joined by Dave Fischer and Lera Cooper with Accountability Services. They talk about the mindset shift when it comes to working with the ideal client today and how that is different from the one of yesterday.
28 min
November 28, 2022 Security
Protecting client information and protecting your firm is the main topic of discussion with Jim Robnett, current Executive Director for Market Development and Project Management at Madison Associates, Inc and former Deputy Chief of Criminal Investigation (CI) for the Internal Revenue Service.
28 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!