This week Will and Paul discuss the topic of where to focus – tools or staffing? While often conversation goes to ranking or prioritizing these two items which compete for our attention, what if a different approach is in order? Listen in, perhaps a new thought process for you.
This week Will and Paul are joined by David Snider, Founder and CEO of Harness Wealth and Harness Tax. David brings some great insight into helping your clients who are building some, or all, of their wealth through equity. Listen in for some great insight into the mindset of that customer, and how you can better get in front of their key decisions. To learn more about Harness Wealth, visit https://www.harnesswealth.com/ ....
This week Will and Paul are joined by Majaliwa Bass. While Majaliwa does work at Thomson Reuters, she also owns a successful small business on the side. Hear about her frustration with a prior accountant and success with her current accountant. She discusses her cry for help, and how the former CPA missed that cry. If you are in the market for cloth diapers, you can learn more about her business here: https://pootersdiapers.com/ ....
While we managed to avoid some major December legislative changes for tax season, there are still many things to keep an eye on! Shaun Hunley, Senior Editor with Checkpoint, joins the show to discuss some of these items. You can also follow Shaun on Twitter: @shaunhunley.
Paul shares with Will (and all of you!) some of his focus areas around client expectations as we dive into this intense time of year. We hope you will snag some tips for your firm and clients too!
Is it 2022 already? This week Paul and Will chat about what 2022 will hold for the business of accounting firms. We won’t go as far as to really call these predictions – but perhaps things to consider as you step forward.
Will and Paul sit down with Carlos Guaman, founder and owner of El Triunfo, https://www.eltriunfo.com/ , to talk about his evolution of services. Listen in as Carlos talks about letting his learning of client needs drive his next steps in both services and operations....
This week Will and Paul revisit their predictions made last December about 2021. Were they right? Were they so general in their predictions, that these predictions were useless? You be the judge!
Recently both Paul and Will attended different in person conferences, and share what conversations seem to be the most prevalent.
This week Will and Paul are joined by Vincent Howard, the Chief Disruption Officer of Howard, Howard and Hodges. Vince shares a unique role found in their firm, the client onboarding specialist. Perhaps this type of role would serve your firm well also?
Kelly Rohrs, founder of K Rohrs CPA, brings the youthful perspective of firm ownership to this week’s episode. Listen to her story of launching her firm, and her perspective as a young firm owner differing from the generation before her.
This week Paul shares his strategies around year end planning meetings. Snag some new ideas and renewed excitement for this important client contact time.
If you like high energy, then don’t miss this fun conversation with Aimee LaLiberte – Chief Number Cruncher at My Virtual CFO. Aimee share with Will and Paul about working with clients to clarify (and often even define) their goals.
This week Will and Paul are joined by Rick Sager, owner of Sager CPA and Advisors, who shares his firm story. Listen in to hear how a full transition to focusing on advisory relationships with his clients completely turned around his firm, and is providing impact to not only him and his employees – but his clients as well.
This week Paul shares with Will (and you, the audience!) the area of emphasis his firm is going after to take more control of the production processes and remove client barriers from slowing things down. While still a work in process, we hope this conversation will inspire related ideas and forward motion for your firm.
This week Will and Paul are glad to welcome Joe Sanok to the show. Joe is a therapist, who now does consulting helping other counselors and therapists more effectively run their private practices. Joe is the host of the podcast “Practice of the Practice” and is a 5 time author. His latest book, Thursday is the new Friday, is set for release on October 5, 2021. On this episode we talk about shifting your emphasis from having to be the one to do it all, and the mental shift needed to focus less on...
This week Will and Paul welcome Sharon Means, COO of Redmond Accounting. Sharon serves as full time integrator in her firm, and the role of part time integrator as an advisory service to customers of the firm. We dig into what is a fractional integrator, and have a great conversation about using what helps your firm run as a business as a service to provide to your customers.
Paul and Will are joined this week by Katie Thomas, a CPA and the owner of Leaders Online. We talk about using social media well. Katie makes some great cases for using video, and focusing on being authentic and personal over being technical. We hope you get some tips – or perhaps courage – from this episode. You can learn more about Leaders Online from their website, https://leaders-online.com/ ....
This week Will and Paul talk with Geraldine Carter, CEO of She Thinks Big Coaching. Geraldine shares her perspective on valuing the essentials that your clients need from you as their accountant. Listen in, see what you think! Geraldine has also made available her PDF called “Pricing Tools Simplified for CPAs” through this link - SheThinksBigCoaching.com/pulse ....
This week Will and Paul talk through the concept that it is time for your firm to reset. After playing months (and months, and months) of triage – we need to take our firms out of triage mode and set the course for how things will be going forward. What benefits will your team and clients get from a reset?
Paul and Will are joined this week by Glenn Harper, owner of Harper & Co CPAs in Columbus OH. Glenn shares his story of the mental transition from feeling he had to do it all, to trusting his team. Listen in – and work on building those team trust muscles!
This week Will and Paul sit down with Blake Oliver, host of ‘The Cloud Accounting Podcast’ and also the Marketing Director at Jirav. Blake brings some great insight to using technology for improving the client experience in working with your firm.
Paul and Will are joined this week by Janel Sykora, a veteran in the accounting profession and currently the CMO of TaxExact. Janel shares the value of telling the story of your firm. Listen in to a great conversation about getting started with your story.
This week Will and Paul sit down with Meg Balestrieri, a Senior Consultant with Thomson Reuters who has helped over 150 firms make their transition to advisory. Meg shares her insights on what helps firms be successful, and what challenges firms must face head on as they make the transition.
As we come into this year, there is an increase in a new ‘type’ of entrepreneur – coming from a corporate background of length, rather than a lifelong entrepreneur. This week Will asks Paul about how he is handling those prospects and their needs in a bit of a twist from his tradition new entrepreneur client.
This week Will and Paul sit down with Mark Martukovich and Brittany Lanphier – fresh off the first 2 Partner Summits of the year. Listen in on the takeaways from the event. Haven’t signed up yet? There is still time to catch one! To learn more or register please visit https://tax.thomsonreuters.com/us/en/partner-summits
This week Will and Paul talk about the cultural push of ‘back to normal’ and the dangers that may present to your firm, if you let that mindset seep into client relationships and internal operations.
This week Will and Paul are joined by Robert Santos and Rory Henry from Arrowroot Family Office to talk about the movement in the accounting profession to including wealth management services in what the firm offers, or at a minimum how they are more involved in decision making with clients. Listen in to hear their perspective. You can find out more about Arrowroot Family Office by visiting https://www.arrowrootfamilyoffice.com/ or https://wealthmanagementforward.com/ ....
There is a hidden treasure we are all looking for….more bandwidth! And no, we are not talking about internet bandwidth, but capacity in your firm! This week Paul and Will discuss the things Paul is doing within his firm to create more bandwidth. You may be looking for bandwidth to add more clients or to better serve existing clients – either way we hope you pick up some good tips in this episode.
This week Will and Paul are happy to have a great conversation with Gabby Luoma, CEO and co-founder of Mod Ventures, about her firms unique technology first approach to client service, client accounting service and its translation to true advisory service. Listen in and pick up some ideas from one of your peers! You can visit https://modventuresllc.com/ to see more about her firm....
