Sep 21, 2020
This episode Paul and Will are joined by Ian Redpath to talk about a couple key items to watch for in Q4 with your partnership clients. Ian is the owner of Redpath Law in addition to being the Chair of the Accounting Department at Canisius College. Ian is also a contributor to Checkpoint Learning.
Sep 14, 2020
This week Will and Paul talk about rejection. Paul shares a couple stories of rejection – both by the prospect and by his firm.
Sep 7, 2020
Will and Paul are joined by Susan Rosales, a small business owner, who recently changed accounting firms. Listen in on what motivated her change and how she perceives the value of the accounting relationship.
Aug 31, 2020
Will and Paul are happily joined by Jodi Ann Ray of the Texas Society of CPAs to hear what their members are feeling and thinking.
Aug 24, 2020
Will and Paul are joined by Chris Bird to talk through the pace of change, and the importance of not being in a mode of ‘sit and wait.’ Chris is a former IRS agent, and a nationwide speaker known for his insights on the intersection of real estate and tax issues. You can visit his website at