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Pulse of the Practice
18 minutes | Jan 3, 2022
POTP Episode 120 – A Window into 2022
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.
20 minutes | Dec 27, 2021
POTP Episode 119 – Chat with Carlos Guaman
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.
18 minutes | Dec 13, 2021
POTP Episode 118 – Revisiting 2021 Predictions
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!
19 minutes | Dec 6, 2021
POTP Episode 117 – Some Firm Chatter
Recently both Paul and Will attended different in person conferences, and share what conversations seem to be the most prevalent.
24 minutes | Nov 22, 2021
POTP Episode 116 – Conversation with Vincent Howard
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?
19 minutes | Nov 15, 2021
POTP Episode 115 – The Next Generation of Firm Owners
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.
21 minutes | Nov 8, 2021
POTP Episode 114 – Using Year End Meetings Well
This week Paul shares his strategies around year end planning meetings. Snag some new ideas and renewed excitement for this important client contact time.
21 minutes | Oct 25, 2021
POTP Episode 113 – Conversation with Aimee LaLiberte
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.
23 minutes | Oct 18, 2021
POTP Episode 112 – Conversation with Rick Sager
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.
22 minutes | Oct 11, 2021
POTP Episode 111 – Taking back control
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.
17 minutes | Oct 4, 2021
POTP Episode 110 – Author Joe Sanok
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 simply crushing billable hours. You can read more, and order the book here: https://joesanok.com/
20 minutes | Sep 27, 2021
POTP Episode 109 – Conversation with Sharon Means
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.
17 minutes | Sep 13, 2021
POTP Episode 107 - A visit with Katie Thomas
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/.
24 minutes | Sep 7, 2021
POTP Episode 108 – Conversation with Geraldine Carter
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.
17 minutes | Sep 6, 2021
POTP Episode 106 - The Great Reset
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?
21 minutes | Aug 30, 2021
POTP Episode 105 – Change your mentality
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!
19 minutes | Aug 23, 2021
POTP Episode 104 – Conversation with Blake Oliver
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.
23 minutes | Aug 2, 2021
POTP Episode 103 – Tell your story with Janel Sykora
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.
20 minutes | Jul 26, 2021
POTP Episode 101 – The new entrepreneur
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.
22 minutes | Jul 26, 2021
POTP Episode 102 – Conversation with Meg Balestrieri
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.
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