Nov 28, 2022
|Protecting client information and protecting your firm is the main topic of discussion with Jim Robnett, current Executive Director for Market Development and Project Management at Madison Associates, Inc and former Deputy Chief of Criminal Investigation (CI) for the Internal Revenue...|
Nov 21, 2022
|Paul and Mo are joined by Michael Butrica, CPA - Founder and Principal of Butrica Ployd & Associates. They discuss value proposition strategies, communicating that value, and handling client...|
Nov 15, 2022
Special Edition Episode from Thomson Reuters SYNERGY Users' Conference.
Nov 7, 2022
Paul and Mo are joined by Heather Sunderlin, a business advisory consultant with Thomson Reuters Professional Services. They discuss Quiet Quitting. Although the term has gone viral through social media recently, the concept and aspects of quiet quitting existed in the workplace for much longer.
Oct 31, 2022
Or Finding New Revenue?! Paul and Mo have a discussion regarding finding new revenue, how to have those conversations with existing clients, and how scope place a role into it.