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Pulse of the Practice

Oct 26, 2020

This week Paul shares some adjustments they are making to virtual meetings and client appointments. We discuss that the shift to virtual may not be going away -but the grace period for a less professional experience is going away. We hope you will get some ideas for your firm in this area too!

Oct 19, 2020

This episode Paul and Will are joined by Brian Fox of Thomson Reuters. Brian was the founder of, and is deeply engrained in the audit world. With the recent rash of public company fraud issues that were missed both internally and by external auditors, there has been a lot of news coverage….but...

Oct 12, 2020

You can’t just increase your focus on advisory services, and let the rest of the business fall apart! Will and Paul are joined this episode by Julie Smith of Harper & Co to talk about the importance of operations in an advisory centric firm.

Oct 5, 2020

Will and Paul sit down with Scott Fleszar, Chief Operations Officer for SafeSend, to talk about the importance of being decisive in leadership.