Best Advisoryservices Podcasts (2024)

1
BOI 27:41

6d ago27:41

27:41

Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, as they have a part 2 discussion around the Beneficial Ownership Information (BOI) reporting rules and managing client information.

1
First Partner Summit Experience of 2024 26:10

9d ago26:10

26:10

Paul and Mo have a discussion around their experience of the first Partner Summit in 2024! They recall some highlights from the event and how the mindset of many peers in the profession has shifted into understanding advisory and realizing value.

1
The IRS Operating Plan for Audits 23:11

1M ago23:11

23:11

Paul and Mo have a discussion about the IRS ramping up its enforcement efforts and the operating plans for more audits. They also discuss initiatives that could be done to make sure clients have all their paperwork in order.

1
Post Deadline Development 33:56

1M ago33:56

33:56

What do firms do after the April deadline? Other than maintenance work, do firms have a retrospective, staff development plan, key initiatives, etc.? In this week's episode, Paul and Mo discuss post deadline development and initiatives.

1
Managing Stress During Deadlines 33:56

2M ago33:56

33:56

In this week's episode, Paul and Mo have a discussion around deadlines and the unnessary stress that it brings sometimes, and how to manage that between staff and clients.

1
Relationiship Challenges 33:56

2M ago33:56

33:56

In this week's special episode… what makes it special you ask? They're on video! Paul talks about a common client relationship challenge when other professionals are involved in a transaction.

1
Staying Positive 24:17

3M ago24:17

24:17

In this week's episode, Paul and Mo are joined by Julia Hampton, CPA. They discuss client and staffing challenges, and the importance of change and thinking different for a better work life balance.

1
An Advisory Consultant's Perspective 27:20

3M ago27:20

27:20

This week, Paul and Mo are joined by Bryan Amberg, Business Advisory Consultant with Thomson Reuters Professional Services, and hear his perspective and experience working with firms in an advisory capacity.

1
Be Comfortable with being Uncomfortable 29:32

3M ago29:32

29:32

In this week's episode, Paul and Mo are joined by Nick Magone, with Magone & Company in New Jersey. Nick shares insight on how building confidence, taking time to understand client needs, and starting even when uncomfortable, are all important factors in allowing him to keep growing his firm and moving forward in his journey.…

1
Overcoming Challenges 26:15

3M ago26:15

26:15

Paul and Mo are joined by Brad Tafoya with Tafoya, Barrett, and Associates in Durango, CO. They discuss firm challenges with staffing and bandwidth, and how Brad was able to overcome those challenges by implementing advisory first mindset.

1
Keeping it in the Family 20:58

4M ago20:58

20:58

In this week's episode, Paul and Mo are joined by Jennifer DeJesus with DeJesus & Associates PC. Jennifer shares her experience running a small accounting firm and how change is implemented with family only working at the firm.

1
Tax Planning 26:26

4M ago26:26

26:26

Paul and Mo have a discussion around financial advisors shifting to tax planning and how that could impact the profession.

1
2024 Kickoff! 29:17

4M ago29:17

29:17

And just like that… 2024 is here! Paul and Mo are back at it to check on the pulse of the practice.

1
Catching Up 26:56

6M ago26:56

26:56

Paul and Mo have a lot to catch up on! This week they share their thoughts on trends from the last couple of events they've been to.

1
SYNERGY 2023 8:02

7M ago8:02

8:02

Special Edition from SYNERGY 2023 broadcast booth.

1
Trends in the Profession 27:13

8M ago27:13

27:13

Paul and Mo have a discussion around trends in the profession and possible steps we can take to address some of the challenges.

1
FinCEN - Beneficial Ownership Information Reporting Rule 23:22

8M ago23:22

23:22

This week Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, to discuss the beneficial ownership information (BOI) reporting rules.

1
New Staff & Flexible Work Environments 28:51

9M ago28:51

28:51

Paul and Mo have a discussion around new staff expectations, flexible work environments, hybrid/remote, and more.

1
Client Onboarding 30:28

9M ago30:28

30:28

This week Paul and Mo talk about client onboarding; the initial phase of internal client onboarding, the client facing advisory onboarding, and the next phase of client onboarding to ensure value recognition and measure success and progress in the relationship.

1
Deadline Talk 25:25

9M ago25:25

25:25

Paul and Mo have a discussion around deadlines, both internal and external, and managing client relationship and expectations.

1
The ideal persona of the future 27:34

10M ago27:34

27:34

Paul and Mo have a discussion around re-establishing the future ideal client persona to work with.

1
Confidence and Profitability 21:04

10M ago21:04

21:04

This week Paul and Mo are joined by Trisha Floyd, CPA, owner of Ramos & Floyd CPA's LLC. Trisha takes us through her journey of buying an accounting firm, analyzing her book of business, and implementing advisory services to drive profitability.

1
Navigating a "Simple" Client Question 22:56

11M ago22:56

22:56

Paul and Mo have a discussion about navigating a simple client question that includes a complex tax and planning component, along with positioning the value of the service offering.

1
A Firm's Journey! 23:27

11M ago23:27

23:27

This week Paul and Mo are joined by Sharon Macke and William Macke with Macke & Company, CPAs. They talk about their journey and the moment they realized change needs to happen, all the way to where they are today and their ongoing advisory journey.

1
2023 Advisory Symposium Review 23:15

11M ago23:15

23:15

Paul and Mo have a discussion about their experience during 2023 Advisory Symposium in Marco Island, FL.

1
Important Partnerships 26:08

12M ago26:08

26:08

This week Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, to discuss the importance of partnerships between accounting firms and law firms.

1
Firing People 23:30

12M ago23:30

23:30

There are several phases and factors to be considered when managing the firing process. Paul and Mo discuss firing people- internal (staff) and external (clients).

1
Leadership and Managing People 29:25

12M ago29:25

29:25

This week Paul and Mo are joined by Lisa Tierney, senior manager with Thomson Reuters Professional Services. They discuss managing people, making tough decisions in critical moments, taking calculated risks, and different leadership styles.

1
We need qualified staff 29:18

1y ago29:18

29:18

Paul and Mo have a discussion about the ongoing issue of finding qualified staff, attracting new talent, and strategies to implement to fill in the gap and needs of a firm.

1
Chris Papin in the house! 23:44

1y ago23:44

23:44

This week Paul and Mo are joined by Chris Papin, owner of Papin CPA. They learn about how his role as an advisor has changed and evolved in his journey, and what he is doing today to lead the firm and his client relationships.

1
Recent News 25:05

1y ago25:05

25:05

Paul and Mo have a discussion about IRS's pilot for a free tax system, new technology and AI, and how this is all relevant to the tax and accounting profession and their future client.

1
2023 Advisory Symposium 26:52

1y ago26:52

26:52

Paul and Mo are joined by Brittany Lanphier with Lanphier, LLP and Therese Witherow, Principal Trainer at Thomson Reuters Professional Services. They discuss what Advisory Symposium is all about and what attendees should look forward to at this annual event.

1
Pricing the Client Relationship 32:18

1y ago32:18

32:18

Paul and Mo have a discussion around pricing the client relationship, fee increases and objections, and value proposition.

1
Post Deadline To-dos 30:43

1y ago30:43

30:43

Paul and Mo discuss things to do for the next 3 months after the April deadline.

1
Leading the journey 29:13

1y ago29:13

29:13

Paul and Mo are joined by Mark Martukovich with Business Advisory and Accounting Partners. They look into Mark's journey; what it was like for him when he started vs. what's it like for him today.

1
Behind the scenes 38:21

1y ago38:21

38:21

Paul opens up to Mo about his experience as a firm leader.

1
Working on the business 27:52

1y ago27:52

27:52

Paul and Mo are joined by Dave Fischer and Lera Cooper with Accountability Services. They discuss the importance of firm culture, trust, transparency, communication, and leadership when it comes to mergers and acquisitions.

1
AI 25:01

1y ago25:01

25:01

It’s not a matter of "If" it's a matter of "When" - Paul and Mo have an AI chatBy Mo Arbas

1
Things are happening 28:24

1+ y ago28:24

28:24

Paul and Mo discuss hot topics that are happening right now and some real client expectations and discussions need to happen.

1
Managing the tax process 28:42

1+ y ago28:42

28:42

Paul and Mo have a discussion around the annual ceremony of receiving client information and how to make that process efficient and uneventful.By Mo Arbas

1
Setting the pace 25:52

1+ y ago25:52

25:52

Clients who bring stress to the firm during the busiest time, how can you be proactive with them now? Paul and Mo discuss setting the client pace for this tax season.

1
Prospects 32:24

1+ y ago32:24

32:24

This week Paul and Mo have a discussion regarding prospects, ideal client, and why defining and following the process is important.

1
2023 Kickoff! 28:15

1+ y ago28:15

28:15

And just like that… 2023 is here! Paul and Mo have a chat about key learnings from 2022 and things to consider for 2023.

1
The Ideal Client 27:10

1+ y ago27:10

27:10

Paul and Mo are joined by Dave Fischer and Lera Cooper with Accountability Services. They talk about the mindset shift when it comes to working with the ideal client today and how that is different from the one of yesterday.

1
Security 27:10

1+ y ago27:10

27:10

Protecting client information and protecting your firm is the main topic of discussion with Jim Robnett, current Executive Director for Market Development and Project Management at Madison Associates, Inc and former Deputy Chief of Criminal Investigation (CI) for the Internal Revenue Service.

1
Value Proposition Sales Strategy 20:52

1+ y ago20:52

20:52

Paul and Mo are joined by Michael Butrica, CPA - Founder and Principal of Butrica Ployd & Associates. They discuss value proposition strategies, communicating that value, and handling client objections.

1
SYNERGY Users' Conference 12:55

1+ y ago12:55

12:55

Special Edition Episode from Thomson Reuters SYNERGY Users' Conference.

1
Quiet Quitting 27:27

1+ y ago27:27

27:27

Paul and Mo are joined by Heather Sunderlin, a business advisory consultant with Thomson Reuters Professional Services. They discuss Quiet Quitting. Although the term has gone viral through social media recently, the concept and aspects of quiet quitting existed in the workplace for much longer.

1
Finding New Clients - Part 2 25:03

1+ y ago25:03

25:03

Or Finding New Revenue?! Paul and Mo have a discussion regarding finding new revenue, how to have those conversations with existing clients, and how scope place a role into it.

1
Finding New Clients 26:25

1+ y ago26:25

26:25

Paul and Mo talk about defining your ideal client and who you want to work with. They discuss how this should be an essential part of finding your next new client.

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Advisoryservices Podcasts

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