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Pulse of the Practice

Nov 23, 2020

This week Paul and Will talk about having thoughtful standardization around communications with customers. With the changes in communication methods that 2020 brought us, what has your firm learned and looked to apply as the standards going forward?


Nov 16, 2020

This week Will and Paul are joined by Philip Brabbs, successful entrepreneur and current Managing Director of the University of Michigan Ross School of Business plus Tech, to talk about young entrepreneurs. Learn about the needs these soon to be prospects of yours have, and their perspectives on business.


Nov 2, 2020

This episode Paul and Will turn the tables a bit to put the advisory hat on for accounting firms – and talk about options for firms as they look at planning their spending for the remainder of 2020. While the year has been challenging, spending through the remainder of the year needs some planning.


Oct 26, 2020

This week Paul shares some adjustments they are making to virtual meetings and client appointments. We discuss that the shift to virtual may not be going away -but the grace period for a less professional experience is going away. We hope you will get some ideas for your firm in this area too!


POTP Episode 68 – Should a Small Firm Care?

Oct 19, 2020

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...