Sep 26, 2023
| This week Paul and Mo talk about client onboarding; the initial phase of internal client onboarding, the client facing advisory onboarding, and the next phase of client onboarding to ensure value recognition and measure success and progress in the relationship. |
Sep 19, 2023
| Paul and Mo have a discussion around deadlines, both internal and external, and managing client relationship and expectations. |
Aug 29, 2023
Paul and Mo have a discussion around re-establishing the future ideal client persona to work with.
Aug 22, 2023
| This week Paul and Mo are joined by Trisha Floyd, CPA, owner of Ramos & Floyd CPA's LLC. Trisha takes us through her journey of buying an accounting firm, analyzing her book of business, and implementing advisory services to drive profitability. |
Aug 8, 2023
Paul and Mo have a discussion about navigating a simple client question that includes a complex tax and planning component, along with positioning the value of the service offering.