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Pulse of the Practice

Sep 13, 2021

Paul and Will are joined this week by Katie Thomas, a CPA and the owner of Leaders Online. We talk about using social media well. Katie makes some great cases for using video, and focusing on being authentic and personal over being technical. We hope you get some tips – or perhaps courage – from this episode. You...


Sep 7, 2021

This week Will and Paul talk with Geraldine Carter, CEO of She Thinks Big Coaching. Geraldine shares her perspective on valuing the essentials that your clients need from you as their accountant. Listen in, see what you think! Geraldine has also made available her PDF called “Pricing Tools Simplified for CPAs”...


Sep 6, 2021

This week Will and Paul talk through the concept that it is time for your firm to reset. After playing months (and months, and months) of triage – we need to take our firms out of triage mode and set the course for how things will be going forward. What benefits will your team and clients get from a reset?


Aug 30, 2021

Paul and Will are joined this week by Glenn Harper, owner of Harper & Co CPAs in Columbus OH. Glenn shares his story of the mental transition from feeling he had to do it all, to trusting his team. Listen in – and work on building those team trust muscles!


Aug 23, 2021

This week Will and Paul sit down with Blake Oliver, host of ‘The Cloud Accounting Podcast’ and also the Marketing Director at Jirav. Blake brings some great insight to using technology for improving the client experience in working with your firm.