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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 inspi ...
 
Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
 
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show series
 
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.…
 
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.…
 
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 Octo…
 
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 t…
 
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…
 
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 - SheThinksBigCoachi…
 
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 mor…
 
There is a hidden treasure we are all looking for….more bandwidth! And no, we are not talking about internet bandwidth, but capacity in your firm! This week Paul and Will discuss the things Paul is doing within his firm to create more bandwidth. You may be looking for bandwidth to add more clients or to better serve existing clients – either way we…
 
This week Will and Paul are happy to have a great conversation with Gabby Luoma, CEO and co-founder of Mod Ventures, about her firms unique technology first approach to client service, client accounting service and its translation to true advisory service. Listen in and pick up some ideas from one of your peers! You can visit https://modventuresllc…
 
There is no doubt an elevated level of awareness around mental health and well-being these days. So, what is a firm owner to do? This week Will and Paul are joined by Amber Setter, an executive leadership coach who is also a CPA, to discuss this important topic. You can learn more about Amber by visiting https://www.ambersettercoaching.com/.…
 
This week Paul and Will are joined by Tom Hood, the Executive Vice President of Growth and Engagement for the AICPA. Those who have heard Tom speak know of his passion around being ‘future ready’ – and we dig into this topic as it relates (related?) to the pandemic. Certainly future ready firms didn’t see the future of the pandemic – but what about…
 
This week Paul and Will are joined by Allan Afterman, CPA and author, to talk about business value in privately held companies. We discuss being clear on the purpose for why value matters on a per client basis, and then talk about a few keys to consider as you not only advise, but help implement the right strategies for your clients. You can find s…
 
This week Renee Moelders from ConvergenceCoaching is the guest for Will and Paul. Together we talk about concerns and strategies around managing a work force that is mixed between in office and remote – a fact of life for most firms from here forward. In addition to listening for some ideas and inspiration, check out the latest survey results on re…
 
Ever felt that odd tension as you work with the CFO or lead internal bookkeeper for your client? This week Paul and Will are joined by David Peters, tax practitioner and financial advisor who also hosts the podcast “Accountable” geared at CFOs. Listen to some great ideas for pairing with these key stakeholders in your clients. For more on David Pet…
 
This week Will and Paul talk about firm owner’s need to have a plan for their exit. With many owners already thinking of retirement, coupled with the challenges 2020 brought, it is clear that firm owners need to have a plan in place. Paul shares his perspective on two courses of action for owners to evaluate as they consider their journey.…
 
We have discussed the accountants role of being ‘dot connectors’ before – but this week we turn it up a notch as we talk with Jim Hall and Brian Suthoff, co-founders of TallyStreet. We talk about the advisory opportunities found through a managerial focus, not a mere financial focus. Listen in and get some ideas! You can find more about TallyStreet…
 
This week Will and Paul chat with Angelic Menegatos, founder of Menegatos Accounting Solutions. Angelic has a unique story as she decided to create her new firm in the summer of 2020 – right in the middle of the pandemic. Listen in as we talk through her story and dig into what motivated her to make this choice in a time of great uncertainty.…
 
Paul and Will are joined this week by Kell Canty, CEO and Co-Founder, and John Wandrisco, Chief Commercial Officer, of Verady. As crypto currency is gaining traction, it is not only in focus for compliance – but ripe for advisory services. Listen in as we discuss the opportunity that is sitting in front of your firm around crypto!…
 
Will and Paul are honored to have another return of Shaun Hunley, one of the Executive Editors for Checkpoint, return to talk about some of what we know now as it relates to the December 2020 legislation passage. While we hit on some high points, we also talk through the opportunity this presents once again to show your value as an advisory, beyond…
 
Will and Paul talk through some predictions for 2021. What will be something that you will face as it relates to your customers? What will be an internal operating element that you must be ready to deal with? Listen in, be ready – and we will check back at the end of 2021 to see how right or wrong we really were!…
 
In what is believed to be a first (with admittedly limited research) this is an Accounting industry podcast episode which features a professional MMA fighter. Will and Paul are joined by Nick ‘The Hammer’ Horton who shares the challenges of his journey to being a professional fighter as it was disrupted by Covid. Listen to some great parallels to t…
 
This week Will and Paul are joined by CPA and comedian and author and speaker and podcast host and....well, John Garrett! John shares with us why he wrote his new book titled “What’s your And?”. We believe you will get some great stuff from this conversation to take back to your business – and life. You can find more from John at https://thejohngar…
 
This episode Paul and Will are joined by Brian Fox of Thomson Reuters. Brian was the founder of confirmation.com, and is deeply engrained in the audit world. With the recent rash of public company fraud issues that were missed both internally and by external auditors, there has been a lot of news coverage….but what does this mean for smaller firms …
 
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