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.

Pulse of the Practice

POTP Episode 112 – Conversation with Rick Sager

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.

POTP Episode 111 – Taking back control

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/

POTP Episode 110 – Author Joe Sanok

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.

POTP Episode 109 – Conversation with Sharon Means

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/.

POTP Episode 107 - A visit with Katie Thomas

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.

POTP Episode 108 – Conversation with Geraldine Carter

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?

POTP Episode 106 - The Great 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!

POTP Episode 105 – Change your mentality

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.

POTP Episode 104 – Conversation with Blake Oliver

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.

POTP Episode 103 – Tell your story with Janel Sykora

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.

POTP Episode 102 – Conversation with Meg Balestrieri

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

POTP Special Episode

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. 

POTP Episode 100 – Avoiding back to normal

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/.

POTP Episode 99 – How your firm handles wealth management

Join hosts Will Hill and Paul Miller as we have real and relevant conversations around the challenges and opportunities tax and accounting firms are encountering every day. Done with an upbeat tone, we look to provide you with inspiration and actionable ideas to help tackle these challenges and opportunities in your firm. The topics may be endless, but you are sure to hear a mix on client interactions, client engagement, firm process and firm culture. We know you will enjoy, we hope to inspire! Learn more about Practice Forward at http://tax.tr.com/practice-forward

hubhopper

Pulse of the Practice

hubhopper