May 31, 2021
This week Will and Paul are happy to have a great conversation with Gabby Luoma, CEO and co-founder of Mod Ventures, about her firms unique technology first approach to client service, client accounting service and its translation to true advisory service. Listen in and pick up some ideas from one of your peers! You...
May 24, 2021
Whew, May 17th is past! This week Will and Paul talk about the client relationship focus during the summer. Get some ideas from Busines by Design, and keep working on your client relationships.
May 17, 2021
How big can a small firm be? This week Paul and Will visit with Chris Papin, owner of Papin CPA, to talk about a couple strategies small firms can use to play a big role with their customers.
May 10, 2021
There is no doubt an elevated level of awareness around mental health and well-being these days. So, what is a firm owner to do? This week Will and Paul are joined by Amber Setter, an executive leadership coach who is also a CPA, to discuss this important topic. You can learn more about Amber by visiting
May 3, 2021
This week Paul and Will are joined by Tom Hood, the Executive Vice President of Growth and Engagement for the AICPA. Those who have heard Tom speak know of his passion around being ‘future ready’ – and we dig into this topic as it relates (related?) to the pandemic. Certainly future ready firms didn’t see the...