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
The Ideal Client
Paul and Mo are joined by Dave Fischer and Lera Cooper with Accountability Services. They talk about the mindset shift when it comes to working with the ideal client today and how that is different from the one of yesterday.
Protecting client information and protecting your firm is the main topic of discussion with Jim Robnett, current Executive Director for Market Development and Project Management at Madison Associates, Inc and former Deputy Chief of Criminal Investigation (CI) for the Internal Revenue Service.
Value Proposition Sales Strategy
Paul and Mo are joined by Michael Butrica, CPA - Founder and Principal of Butrica Ployd & Associates. They discuss value proposition strategies, communicating that value, and handling client objections.
SYNERGY Users' Conference
Special Edition Episode from Thomson Reuters SYNERGY Users' Conference.
Paul and Mo are joined by Heather Sunderlin, a business advisory consultant with Thomson Reuters Professional Services. They discuss Quiet Quitting. Although the term has gone viral through social media recently, the concept and aspects of quiet quitting existed in the workplace for much longer.
Finding New Clients - Part 2
Or Finding New Revenue?! Paul and Mo have a discussion regarding finding new revenue, how to have those conversations with existing clients, and how scope place a role into it.
Ideas You Can Implement!
Will and Paul host a great podcast with interesting guests and worthwhile insights. If you want intelligent, innovative ideas for your CPA firm, look no further!
Empowering, insightful and actionable! 🙌
Whether you’re well established as someone innovating in the accounting space, or just getting started as a catalyst for change - this is a must-listen podcast for you! Will and Paul do an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of navigating an ever-changing accounting industry - with leaders who’ve actually experienced success themselves. Highly recommend listening and subscribing!