Mar 1, 2021
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!...
Feb 22, 2021
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...
Feb 15, 2021
Will and Paul sit down this week with Jim Bourke, Managing Director of Advisory Services at Withum. We hope you enjoy this conversation around discovering advisory opportunity within your client base.
Feb 8, 2021
This week Will and Paul are joined by Jennifer Elder, founder and Chief Solutions Officer of The Sustainable CFO. Jennifer’s passion for connection comes shining through as we discuss the focus on building relationships, to build sustained trust.
Feb 1, 2021
Will and Paul check in this week with Dan Hood, Editor in Chief of Accounting Today, to get his perspective on where accounting firms should be paying attention – beyond just the work in front of them. We hope you gain some insight and ideas from this episode.