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Pulse of the Practice

Apr 27, 2020

Paul and Will sit down with Checkpoint Executive Editor Shaun Hunley to discuss the most recent legislative action. We also get a glimpse of what changes may be coming next to ensure we are proactive with customers.

Apr 20, 2020

As we hit the date normally celebrated by tax and accounting firms, this year is different. Will and Paul talk about the impact this has on the staff of the firm, and what the focus is for Paul’s firm in the next few weeks.

Apr 13, 2020

Will and Paul are joined by the President of Boomer Consulting, Sandra Wiley, to discuss leading in the middle of crisis and finding new leaders in your firm as the shifting landscape presents opportunity for rising stars in your firm. We hope you get some great ideas from this episode! For more on Boomer Consulting,...

Apr 3, 2020

Will and Paul discuss the challenges in handling the client demands for help with the SBA program, with particular attention to the PPP. Beyond just the need now, they dive into setting up a structure for servicing the needs now and what the resulting needs will be through the remainder of the year.