Mar 31, 2020
Paul and Will sit down to talk through communicating both internally and externally as firms help their teams and clients through this challenging time. Paul shares what his firm is now doing as they have been fully remote for about 2 weeks now, and information is coming and changing at a rapid pace.
Mar 23, 2020
A special episode today as Paul and Will talk about some of the aspects of Paul’s firm moving all of their operations to a remote/virtual world. Paul shares the impact on work routines and rhythms, and together discuss leading clients through these kinds of challenging times.
Mar 16, 2020
For those who may be newer into their focus on advisory relationships, Will and Paul discuss the approach to delivering the tax return. What are the opportunities to develop that advisory relationship further, with the tax return delivery as a key communication point.
Mar 9, 2020
Paul shares with Will and the audience the story of a new client who recently joined his firm. Keeping things simple and relevant, and setting the table for the next stage in that advisory-centric client relationship.
Mar 2, 2020
On this episode Will and Paul talk about the difference between having a focus on expenses or revenue perspective as your primary decision filter, and how that plays out in the accounting firm.