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Pulse of the Practice

Mar 28, 2023

It’s not a matter of "If" it's a matter of "When" - Paul and Mo have an AI chat

Mar 21, 2023

Paul and Mo discuss hot topics that are happening right now and some real client expectations and discussions need to happen.

Mar 14, 2023

Paul and Mo have a discussion around the annual ceremony of receiving client information and how to make that process efficient and uneventful.

Mar 7, 2023

Clients who bring stress to the firm during the busiest time, how can you be proactive with them now? Paul and Mo discuss setting the client pace for this tax season.