Dec 27, 2021
Will and Paul sit down with Carlos Guaman, founder and owner of El Triunfo, https://www.eltriunfo.com/, to talk about his evolution of services. Listen in as Carlos talks about letting his learning of client needs drive his next steps in both services...
Dec 13, 2021
This week Will and Paul revisit their predictions made last December about 2021. Were they right? Were they so general in their predictions, that these predictions were useless? You be the judge!
Dec 6, 2021
Recently both Paul and Will attended different in person conferences, and share what conversations seem to be the most prevalent.
Nov 22, 2021
This week Will and Paul are joined by Vincent Howard, the Chief Disruption Officer of Howard, Howard and Hodges. Vince shares a unique role found in their firm, the client onboarding specialist. Perhaps this type of role would serve your firm well also?
Nov 15, 2021
Kelly Rohrs, founder of K Rohrs CPA, brings the youthful perspective of firm ownership to this week’s episode. Listen to her story of launching her firm, and her perspective as a young firm owner differing from the generation before her.