In this episode, Paul and Mo talk about year-end planning and
it's challenges. They discuss the importance of making it part of
an ongoing planning strategy in a client relationship.
About the Podcast
We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant topics you're all familiar with; leadership, client relationships, firm culture, staffing, technology, and much more!
Learn more about Practice Forward at http://tax.tr.com/practice-forward