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Pulse of the Practice

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.

Oct 24, 2022

Paul and Mo talk about defining your ideal client and who you want to work with. They discuss how this should be an essential part of finding your next new client.

Oct 10, 2022

Paul and Mo are joined by Jody Grunden, co-founder of Summit CPA Group and together they discuss Virtual CFO Services and what a typical client engagement looks like for those services. They also talk about forecasting and KPIs.

Oct 4, 2022

Paul and Mo are joined by Ernie Villany, Founder and President of Boulder Valley CPAs. They disucss firm culture, why it's important, and the components that make up the shared core values of an organization.