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Pulse of the Practice

Business & Economics Podcasts

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! Learn more about Practice Forward at http://tax.tr.com/practice-forward

Location:

United States

Description:

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! Learn more about Practice Forward at http://tax.tr.com/practice-forward

Language:

English


Episodes
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Managing Stress During Deadlines

4/30/2024

Duration:00:33:56

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Relationiship Challenges

4/9/2024

Duration:00:33:57

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Staying Positive

4/2/2024

Duration:00:24:17

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An Advisory Consultant's Perspective

3/26/2024

Duration:00:27:20

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Be Comfortable with being Uncomfortable

3/12/2024

Duration:00:29:32

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Overcoming Challenges

3/12/2024

Duration:00:26:15

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Keeping it in the Family

3/5/2024

Duration:00:20:58

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Tax Planning

2/27/2024

Duration:00:26:26

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2024 Kickoff!

2/20/2024

Duration:00:29:17

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Catching Up

12/20/2023
Paul and Mo have a lot to catch up on! This week they share their thoughts on trends from the last couple of events they've been to.

Duration:00:26:56

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SYNERGY 2023

11/16/2023

Duration:00:08:02

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Trends in the Profession

10/31/2023

Duration:00:27:13

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FinCEN - Beneficial Ownership Information Reporting Rule

10/17/2023
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.

Duration:00:23:22

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New Staff & Flexible Work Environments

10/10/2023

Duration:00:28:51

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Client Onboarding

9/26/2023

Duration:00:30:28

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Deadline Talk

9/19/2023

Duration:00:25:25

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The ideal persona of the future

8/29/2023
Paul and Mo have a discussion around re-establishing the future ideal client persona to work with.

Duration:00:27:34

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Confidence and Profitability

8/22/2023

Duration:00:25:11

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Navigating a "Simple" Client Question

8/8/2023
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.

Duration:00:22:56

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A Firm's Journey!

8/1/2023
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.

Duration:00:23:27