Pulse of the Practice

We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant topics you're all familiar with; leadership, client relationships, firm culture, staffing, technology, and much more! Learn more about Practice Forward at http://tax.tr.com/practice-forward

Last refreshed: October 18th, 2025 at 6:17 PM ⓘ

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Episodes

POTP Episode 96 – Summer Focus

Whew, May 17th is past! This week Will and Paul talk about the client relationship focus during the summer. Get some ideas from Busines by Design, and keep working on your client relationships.

May 24, 2021•23 min

POTP Episode 95 – Get big! A chat with Chris Papin

How big can a small firm be? This week Paul and Will visit with Chris Papin, owner of Papin CPA, to talk about a couple strategies small firms can use to play a big role with their customers.

May 17, 2021•22 min

POTP Episode 94 – Mental Health Check with Amber Setter

There is no doubt an elevated level of awareness around mental health and well-being these days. So, what is a firm owner to do? This week Will and Paul are joined by Amber Setter, an executive leadership coach who is also a CPA, to discuss this important topic. You can learn more about Amber by visiting https://www.ambersettercoaching.com/ ....

May 10, 2021•21 min

POTP Episode 93 – Conversation with Tom Hood

This week Paul and Will are joined by Tom Hood, the Executive Vice President of Growth and Engagement for the AICPA. Those who have heard Tom speak know of his passion around being ‘future ready’ – and we dig into this topic as it relates (related?) to the pandemic. Certainly future ready firms didn’t see the future of the pandemic – but what about being future ready makes you agile when things are occur which were not seen in advance? While we look back some – you will pick up some items for lo...

May 03, 2021•20 min

POTP Episode 92 – Business Value with Allan Afterman

This week Paul and Will are joined by Allan Afterman, CPA and author, to talk about business value in privately held companies. We discuss being clear on the purpose for why value matters on a per client basis, and then talk about a few keys to consider as you not only advise, but help implement the right strategies for your clients. You can find some of Allan’s recent work here: Measuring-Managing-and-Creating-Value-A-Framework-for-Accountants-Serving-Privately-Held-Companies...

Apr 26, 2021•21 min

POTP Episode 91 – Thriving in a Hybrid Office

This week Renee Moelders from ConvergenceCoaching is the guest for Will and Paul. Together we talk about concerns and strategies around managing a work force that is mixed between in office and remote – a fact of life for most firms from here forward. In addition to listening for some ideas and inspiration, check out the latest survey results on remote work from ConvergenceCoaching: https://convergencecoaching.com/vision-strategy/#anytime-anywhere-work ....

Apr 19, 2021•24 min

POTP Episode 90 – Partnering with the CFO and Bookkeeper

Ever felt that odd tension as you work with the CFO or lead internal bookkeeper for your client? This week Paul and Will are joined by David Peters, tax practitioner and financial advisor who also hosts the podcast “Accountable” geared at CFOs. Listen to some great ideas for pairing with these key stakeholders in your clients. For more on David Peters, you can visit https://www.davidpetersfinancial.com/ ....

Apr 12, 2021•25 min

POTP Episode 89 – Conversation with Samantha Mansfield

This week Will and Paul are joined by Samantha Mansfield, industry veteran and founder of Samantha Mansfield LLC. She brings her perspective on where firms should consider spending their training and professional development dollars this year.

Apr 05, 2021•20 min

POTP Episode 88 – Changing Expectations as Conditions Change

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 29, 2021•24 min

POTP Episode 87 – Peter Margaritis on Communication

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 22, 2021•28 min

POTP Episode 86 – Conversation with Michelle Arnold

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 15, 2021•24 min

POTP Episode 85 – Setting Course for the Next Chapter

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 they consider their journey.

Mar 08, 2021•21 min

POTP Episode 84 – Connecting Dots

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! You can find more about TallyStreet from https://tallystreet.com/

Mar 01, 2021•21 min

POTP Episode 83 – Courage to Create

This week Will and Paul chat with Angelic Menegatos, founder of Menegatos Accounting Solutions. Angelic has a unique story as she decided to create her new firm in the summer of 2020 – right in the middle of the pandemic. Listen in as we talk through her story and dig into what motivated her to make this choice in a time of great uncertainty.

Feb 22, 2021•20 min

POTP Episode 82 – A Conversation with Jim Bourke

Will and Paul sit down this week with Jim Bourke, Managing Director of Advisory Services at Withum. We hope you enjoy this conversation around discovering advisory opportunity within your client base.

Feb 15, 2021•24 min

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