Dec 13, 2022
|Paul and Mo are joined by Dave Fischer and Lera Cooper with Accountability Services. They talk about the mindset shift when it comes to working with the ideal client today and how that is different from the one of yesterday.
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.