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
Special Edition from SYNERGY 2023 broadcast booth.
Trends in the Profession
Paul and Mo have a discussion around trends in the profession and possible steps we can take to address some of the challenges.
FinCEN - Beneficial Ownership Information Reporting Rule
This week Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, to discuss the beneficial ownership information (BOI) reporting rules.
New Staff & Flexible Work Environments
Paul and Mo have a discussion around new staff expectations, flexible work environments, hybrid/remote, and more.
This week Paul and Mo talk about client onboarding; the initial phase of internal client onboarding, the client facing advisory onboarding, and the next phase of client onboarding to ensure value recognition and measure success and progress in the relationship.
Paul and Mo have a discussion around deadlines, both internal and external, and managing client relationship and expectations.
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!