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Pulse of the Practice

Nov 18, 2019

The decision on handling existing clients when transition to an advisory centric firm comes up with predictable regularity. Hear some insights on how this scenario presents a true win-win opportunity for those clients.

Nov 11, 2019

Paul and Will share some thoughts after visiting with some firms to discuss advisory services. Listen in as they talk about common trends and conversations that were had.

Nov 4, 2019

We can’t know everything ourselves! In this episode Will and Paul talk about the importance of learning from others – both in and outside of the tax and accounting industry.