Sep 19, 2023
|Paul and Mo have a discussion around deadlines, both internal and external, and managing client relationship and expectations.|
Aug 29, 2023
Paul and Mo have a discussion around re-establishing the future ideal client persona to work with.
Aug 22, 2023
|This week Paul and Mo are joined by Trisha Floyd, CPA, owner of Ramos & Floyd CPA's LLC. Trisha takes us through her journey of buying an accounting firm, analyzing her book of business, and implementing advisory services to drive profitability.|
Aug 8, 2023
Paul and Mo have a discussion about navigating a simple client question that includes a complex tax and planning component, along with positioning the value of the service offering.
Aug 1, 2023
This week Paul and Mo are joined by Sharon Macke and William Macke with Macke & Company, CPAs. They talk about their journey and the moment they realized change needs to happen, all the way to where they are today and their ongoing advisory journey.