Nov 22, 2021
This week Will and Paul are joined by Vincent Howard, the Chief Disruption Officer of Howard, Howard and Hodges. Vince shares a unique role found in their firm, the client onboarding specialist. Perhaps this type of role would serve your firm well also?
Nov 15, 2021
Kelly Rohrs, founder of K Rohrs CPA, brings the youthful perspective of firm ownership to this week’s episode. Listen to her story of launching her firm, and her perspective as a young firm owner differing from the generation before her.
Nov 8, 2021
This week Paul shares his strategies around year end planning meetings. Snag some new ideas and renewed excitement for this important client contact time.
Oct 25, 2021
If you like high energy, then don’t miss this fun conversation with Aimee LaLiberte – Chief Number Cruncher at My Virtual CFO. Aimee share with Will and Paul about working with clients to clarify (and often even define) their goals.
Oct 18, 2021
This week Will and Paul are joined by Rick Sager, owner of Sager CPA and Advisors, who shares his firm story. Listen in to hear how a full transition to focusing on advisory relationships with his clients completely turned around his firm, and is providing impact to not only him and his employees – but his clients as...