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Pulse of the Practice

Apr 12, 2021

Ever felt that odd tension as you work with the CFO or lead internal bookkeeper for your client? This week Paul and Will are joined by David Peters, tax practitioner and financial advisor who also hosts the podcast “Accountable” geared at CFOs. Listen to some great ideas for pairing with these key stakeholders in...


Apr 5, 2021

This week Will and Paul are joined by Samantha Mansfield, industry veteran and founder of Samantha Mansfield LLC. She brings her perspective on where firms should consider spending their training and professional development dollars this year.


Mar 29, 2021

With conditions and regulations in what seems to be constant flux, it is more important than ever to manage client expectations. This week Paul shares some things his firm is doing to help manage the shifting expectations, and stay in front of the questions coming their way as a firm.


Mar 22, 2021

Communication is important – we already know that! Author and speaker Peter Margaritis joins Will and Paul this week to talk (and laugh) about some things accountants can do to improve their communication.


Mar 15, 2021

This week Will and Paul are joined by Michelle Arnold, Executive Director of North America and the Caribbean for Prime Global. She brings her great perspective and insight into what is on firm leaders minds as we start to come out of tax season here in 2021.