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 ...
…
continue reading
Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to communicate scope changes to clients.
…
continue reading
In this week's episode, Paul and Mo are joined by Brady Lievens, Chief Revenue Officer with Protection Plus. They discuss notices and audits and how Protection Plus partners with, and offers Tax and Accounting firms defense services.
…
continue reading
In this week's episode, Mo goes back in time.. into the school days, and asks Paul about student loans and tax and planning stragies.
…
continue reading
1
A Firm's Acquistions and a Leader's Coaching Mindset
22:17
22:17
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
22:17
Paul and Mo are joined by Thomas J (TJ) Sabotka, Managing Partner of O'Brien Shortle Reynolds & Sabotka, PC. TJ shares his firm's journey, acquisitions, and how being the leader of change and having a coaching mindset are both important contributors to his success.
…
continue reading
In this week's episode, Paul and Mo are joined by Tim Petrey, the CEO of HD Growth Partners. They have a discussion around the challenges and opportunities in the past, the current, and the future accounting firm.
…
continue reading
1
Live from 2024 Advisory Symposium
1:02:38
1:02:38
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:02:38
Paul and Mo go LIVE from Carlsbad, CA during the Thomson Reuters annual Advisory Symposium, interacting with a live audience for the first time, and bringing them an exciting conversation with Tom Hood, CPA, CITP, CGMA. Tom is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. He was named in the top …
…
continue reading
To guilt or not to guilt! In this week's episode, Paul and Mo have a discussion on a specific prospective client situation, and the conflict between the feeling of guilt and the right time to say No.
…
continue reading
Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, as they have a part 2 discussion around the Beneficial Ownership Information (BOI) reporting rules and managing client information.
…
continue reading
1
First Partner Summit Experience of 2024
26:09
26:09
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
26:09
Paul and Mo have a discussion around their experience of the first Partner Summit in 2024! They recall some highlights from the event and how the mindset of many peers in the profession has shifted into understanding advisory and realizing value.
…
continue reading
Paul and Mo have a discussion about the IRS ramping up its enforcement efforts and the operating plans for more audits. They also discuss initiatives that could be done to make sure clients have all their paperwork in order.
…
continue reading
What do firms do after the April deadline? Other than maintenance work, do firms have a retrospective, staff development plan, key initiatives, etc.? In this week's episode, Paul and Mo discuss post deadline development and initiatives.
…
continue reading
In this week's episode, Paul and Mo have a discussion around deadlines and the unnessary stress that it brings sometimes, and how to manage that between staff and clients.
…
continue reading
In this week's special episode… what makes it special you ask? They're on video! Paul talks about a common client relationship challenge when other professionals are involved in a transaction.
…
continue reading
In this week's episode, Paul and Mo are joined by Julia Hampton, CPA. They discuss client and staffing challenges, and the importance of change and thinking different for a better work life balance.
…
continue reading
This week, Paul and Mo are joined by Bryan Amberg, Business Advisory Consultant with Thomson Reuters Professional Services, and hear his perspective and experience working with firms in an advisory capacity.
…
continue reading
1
Be Comfortable with being Uncomfortable
29:31
29:31
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
29:31
In this week's episode, Paul and Mo are joined by Nick Magone, with Magone & Company in New Jersey. Nick shares insight on how building confidence, taking time to understand client needs, and starting even when uncomfortable, are all important factors in allowing him to keep growing his firm and moving forward in his journey.…
…
continue reading
Paul and Mo are joined by Brad Tafoya with Tafoya, Barrett, and Associates in Durango, CO. They discuss firm challenges with staffing and bandwidth, and how Brad was able to overcome those challenges by implementing advisory first mindset.
…
continue reading
In this week's episode, Paul and Mo are joined by Jennifer DeJesus with DeJesus & Associates PC. Jennifer shares her experience running a small accounting firm and how change is implemented with family only working at the firm.
…
continue reading
Paul and Mo have a discussion around financial advisors shifting to tax planning and how that could impact the profession.
…
continue reading
And just like that… 2024 is here! Paul and Mo are back at it to check on the pulse of the practice.
…
continue reading
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.
…
continue reading
Special Edition from SYNERGY 2023 broadcast booth.
…
continue reading
Paul and Mo have a discussion around trends in the profession and possible steps we can take to address some of the challenges.
…
continue reading
1
FinCEN - Beneficial Ownership Information Reporting Rule
23:21
23:21
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
23:21
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.
…
continue reading
1
New Staff & Flexible Work Environments
28:50
28:50
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
28:50
Paul and Mo have a discussion around new staff expectations, flexible work environments, hybrid/remote, and more.
…
continue reading
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.
…
continue reading
Paul and Mo have a discussion around deadlines, both internal and external, and managing client relationship and expectations.
…
continue reading
Paul and Mo have a discussion around re-establishing the future ideal client persona to work with.
…
continue reading
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.
…
continue reading
1
Navigating a "Simple" Client Question
22:55
22:55
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
22:55
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.
…
continue reading
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.
…
continue reading
Paul and Mo have a discussion about their experience during 2023 Advisory Symposium in Marco Island, FL.
…
continue reading
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.
…
continue reading
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).
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
Paul and Mo have a discussion around pricing the client relationship, fee increases and objections, and value proposition.
…
continue reading
Paul and Mo discuss things to do for the next 3 months after the April deadline.
…
continue reading
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.
…
continue reading
Paul opens up to Mo about his experience as a firm leader.
…
continue reading
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.
…
continue reading
It’s not a matter of "If" it's a matter of "When" - Paul and Mo have an AI chatBởi Mo Arbas
…
continue reading
Paul and Mo discuss hot topics that are happening right now and some real client expectations and discussions need to happen.
…
continue reading
Paul and Mo have a discussion around the annual ceremony of receiving client information and how to make that process efficient and uneventful.Bởi Mo Arbas
…
continue reading
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.
…
continue reading
This week Paul and Mo have a discussion regarding prospects, ideal client, and why defining and following the process is important.
…
continue reading
And just like that… 2023 is here! Paul and Mo have a chat about key learnings from 2022 and things to consider for 2023.
…
continue reading