Apr 26, 2021
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...
Apr 19, 2021
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...
Apr 12, 2021
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...
Apr 5, 2021
This week Will and Paul are joined by Samantha Mansfield, industry veteran and founder of Samantha Mansfield LLC. She brings her perspective on where firms should consider spending their training and professional development dollars this year.