Pulse of the Practice

Apr 09 2024 5

Pulse of the Practice Podcast artwork

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

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Relationiship Challenges

Apr 09 2024 33 mins

In this week's special episode… what makes it special you ask? They're on video! Paul talks about a common client relationship challenge when other professionals are involved in a transaction.

Staying Positive

Apr 02 2024 24 mins

In this week's episode, Paul and Mo are joined by Julia Hampton, CPA. They discuss client and staffing challenges, and the importance of change and thinking different for a better work life balance.

An Advisory Consultant's Perspective

Mar 26 2024 27 mins

This week, Paul and Mo are joined by Bryan Amberg, Business Advisory Consultant with Thomson Reuters Professional Services, and hear his perspective and experience working with firms in an advisory capacity.

Overcoming Challenges

Mar 12 2024 26 mins

Paul and Mo are joined by Brad Tafoya with Tafoya, Barrett, and Associates in Durango, CO. They discuss firm challenges with staffing and bandwidth, and how Brad was able to overcome those challenges by implementing advisory first mindset.

Be Comfortable with being Uncomfortable

Mar 12 2024 29 mins

In this week's episode, Paul and Mo are joined by Nick Magone, with Magone & Company in New Jersey. Nick shares insight on how building confidence, taking time to understand client needs, and starting even when uncomfortable, are all important factors in allowing him to keep growing his firm and moving forward in his journey.

Keeping it in the Family

Mar 05 2024 20 mins

In this week's episode, Paul and Mo are joined by Jennifer DeJesus with DeJesus & Associates PC. Jennifer shares her experience running a small accounting firm and how change is implemented with family only working at the firm.

Tax Planning

Feb 27 2024 26 mins

Paul and Mo have a discussion around financial advisors shifting to tax planning and how that could impact the profession.

2024 Kickoff!

Feb 20 2024 29 mins

And just like that… 2024 is here! Paul and Mo are back at it to check on the pulse of the practice.

Catching Up

Dec 20 2023 26 mins

Paul and Mo have a lot to catch up on! This week they share their thoughts on trends from the last couple of events they've been to.

SYNERGY 2023

Nov 16 2023 8 mins

Special Edition from SYNERGY 2023 broadcast booth.