Mar 29, 2021
With conditions and regulations in what seems to be constant flux, it is more important than ever to manage client expectations. This week Paul shares some things his firm is doing to help manage the shifting expectations, and stay in front of the questions coming their way as a firm.
Mar 22, 2021
Communication is important – we already know that! Author and speaker Peter Margaritis joins Will and Paul this week to talk (and laugh) about some things accountants can do to improve their communication.
Mar 15, 2021
This week Will and Paul are joined by Michelle Arnold, Executive Director of North America and the Caribbean for Prime Global. She brings her great perspective and insight into what is on firm leaders minds as we start to come out of tax season here in 2021.
Mar 8, 2021
This week Will and Paul talk about firm owner’s need to have a plan for their exit. With many owners already thinking of retirement, coupled with the challenges 2020 brought, it is clear that firm owners need to have a plan in place. Paul shares his perspective on two courses of action for owners to evaluate as...
Mar 1, 2021
We have discussed the accountants role of being ‘dot connectors’ before – but this week we turn it up a notch as we talk with Jim Hall and Brian Suthoff, co-founders of TallyStreet. We talk about the advisory opportunities found through a managerial focus, not a mere financial focus. Listen in and get some ideas!...