Sep 26, 2022
Tracking time and keeping timesheets have always been a hot topic, and for years we hear arguments for and against what has always been an essential part of an accounting firm. Paul and Mo have a discussion on this topic and bring staff productivity, efficiency, and the impact all of this has on a client relationship.
Sep 19, 2022
Paul and Mo have a timely conversation about the potential impact of the Inflation Reduction Act on client relationships and advisory services.
Sep 12, 2022
Paul and Mo are joined by Meg Balestrieri, a business advisory consultant with Thomson Reuters Professional Services. They talk change; why change is important, when to implement change, and how to execute change.
Aug 29, 2022
In this episode, Paul and Mo talk about year-end planning and it's challenges. They discuss the importance of making it part of an ongoing planning strategy in a client relationship.
Aug 22, 2022
Paul and Mo invite Lisa Tierney and Therese Witherow as they have a conversation about Thomson Reuters Advisory Symposium. They discuss why it’s important to have an all advisory conference, what this conference is all about, and their experience during the event.