Pulse of the Practice
By Thomson Reuters
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Episodes: 140
Description
We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant topics you're all familiar with; leadership, client relationships, firm culture, staffing, technology, and much more!
Learn more about Practice Forward at http://tax.tr.com/practice-forward
| Episode | Date |
|---|---|
|
ear-End Planning: Retirement Accounts, Real Estate, and Proactive Advisory
|
Dec 02, 2025 |
|
From Burnout to Breakthrough: Gary Boomer's Playbook to Rebuild CPA Firms with AI by 2026
|
Nov 11, 2025 |
|
Pulse of the Practice: Behind the scenes at SYNERGY
|
Nov 07, 2025 |
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Inside the Neighborhood: Energy, AI, and Change at Synergy Users Conference
|
Nov 06, 2025 |
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Hackers Love Small Tax Firms: Why MFA Is Already Obsolete—and What Could Save You
|
Oct 28, 2025 |
|
The Human Edge: Why In‑Person Collaboration Still Matters in a High‑AI World
|
Oct 14, 2025 |
|
Beyond Compliance: Build a 2026 Plan Clients Trust—and Happily Fund
|
Sep 30, 2025 |
|
Navigating 2025 Tax Law Changes: Proactive Strategies for Accounting Firms
|
Sep 09, 2025 |
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Navigating Tax Law Changes: Proactive Advisory Strategies for Accounting Firms
|
Aug 27, 2025 |
|
Breaking the Hamster Wheel: Transforming a CPA Practice for Sustainable Growth with Kevin Stewart - Live from Nashville Partner Summit Part 2 of 2
|
Aug 19, 2025 |
|
Transforming Accounting Practices: Overcoming Challenges, Embracing Change, and Building Stronger Teams – Live from Nashville Partner Summit Part 1 of 2
|
Aug 05, 2025 |
|
Pulse of the Practice - Live from Miami: Innovation & Evolution: Lessons from Amazon and the Future of Tax Advisory
|
Jul 22, 2025 |
|
The Future of Client Relationships
|
Jun 24, 2025 |
|
Beyond the Numbers: Elevating CPA Practices with Wealth Management and Advisory Services
|
Jun 13, 2025 |
|
The Evolution of Client Relationships in Advisory
|
May 27, 2025 |
|
The Intersection of Wealth Management and Tax Planning
|
May 13, 2025 |
|
The Challenge of Balancing Technology and Client Needs
|
May 02, 2025 |
|
Evolving Client Engagements & Meetings
|
Apr 15, 2025 |
|
The Future of Advisory Services: Embracing AI
|
Apr 01, 2025 |
|
Why Should I Reset a Relationship?
|
Mar 18, 2025 |
|
2025 Kickoff!
|
Mar 04, 2025 |
|
A Year in Review
|
Dec 24, 2024 |
|
Are Your Ready to Advise?
|
Dec 09, 2024 |
|
What does the number 200 mean?
|
Dec 03, 2024 |
|
SafeSend
|
Oct 08, 2024 |
|
BDO Alliance USA
|
Oct 01, 2024 |
|
Evaluating Relationships
|
Sep 17, 2024 |
|
Beyond the Tax Return
|
Sep 10, 2024 |
|
Back to School!
|
Sep 04, 2024 |
|
A Firm's Acquistions and a Leader's Coaching Mindset
|
Aug 20, 2024 |
|
A Progessive Firm's Perspective
|
Aug 13, 2024 |
|
Live from 2024 Advisory Symposium
|
Aug 06, 2024 |
|
Guilty Feelings
|
Jul 30, 2024 |
|
BOI
|
Jun 18, 2024 |
|
First Partner Summit Experience of 2024
|
Jun 11, 2024 |
|
The IRS Operating Plan for Audits
|
May 21, 2024 |
|
Post Deadline Development
|
May 14, 2024 |
|
Managing Stress During Deadlines
|
Apr 30, 2024 |
|
Relationiship Challenges
|
Apr 09, 2024 |
|
Staying Positive
|
Apr 02, 2024 |
|
An Advisory Consultant's Perspective
|
Mar 26, 2024 |
|
Be Comfortable with being Uncomfortable
|
Mar 12, 2024 |
|
Overcoming Challenges
|
Mar 12, 2024 |
|
Keeping it in the Family
|
Mar 05, 2024 |
|
Tax Planning
|
Feb 27, 2024 |
|
2024 Kickoff!
|
Feb 20, 2024 |
|
Catching Up
|
Dec 20, 2023 |
|
SYNERGY 2023
|
Nov 21, 2023 |
|
Trends in the Profession
|
Oct 31, 2023 |
|
FinCEN - Beneficial Ownership Information Reporting Rule
|
Oct 17, 2023 |
|
New Staff & Flexible Work Environments
|
Oct 10, 2023 |
|
Client Onboarding
|
Sep 26, 2023 |
|
Deadline Talk
|
Sep 19, 2023 |
|
The ideal persona of the future
|
Aug 29, 2023 |
|
Confidence and Profitability
|
Aug 22, 2023 |
|
Navigating a "Simple" Client Question
|
Aug 08, 2023 |
|
A Firm's Journey!
|
Aug 01, 2023 |
|
2023 Advisory Symposium Review
|
Jul 25, 2023 |
|
Important Partnerships
|
Jul 11, 2023 |
|
Firing People
|
Jul 04, 2023 |
|
Leadership and Managing People
|
Jun 27, 2023 |
|
We need qualified staff
|
Jun 13, 2023 |
|
Chris Papin in the house!
|
Jun 06, 2023 |
|
Recent News
|
May 23, 2023 |
|
2023 Advisory Symposium
|
May 16, 2023 |
|
Pricing the Client Relationship
|
May 09, 2023 |
|
Post Deadline To-dos
|
May 02, 2023 |
|
Leading the journey
|
Apr 25, 2023 |
|
Behind the scenes
|
Apr 18, 2023 |
|
Working on the business
|
Apr 11, 2023 |
|
AI
|
Mar 28, 2023 |
|
Things are happening
|
Mar 21, 2023 |
|
Managing the tax process
|
Mar 14, 2023 |
|
Setting the pace
|
Mar 07, 2023 |
|
Prospects
|
Feb 28, 2023 |
|
2023 Kickoff!
|
Feb 21, 2023 |
|
The Ideal Client
|
Dec 13, 2022 |
|
Security
|
Nov 28, 2022 |
|
Value Proposition Sales Strategy
|
Nov 21, 2022 |
|
Quiet Quitting
|
Nov 07, 2022 |
|
Finding New Clients - Part 2
|
Oct 31, 2022 |
|
Finding New Clients
|
Oct 24, 2022 |
|
POTP Episode 140 - Virtual CFO Services
|
Oct 10, 2022 |
|
POTP Episode 139 - Firm Culture
|
Oct 04, 2022 |
|
POTP Episode 138 - Measuring Productivity and Tracking Time
|
Sep 26, 2022 |
|
POTP Episode 137 - Inflation Reduction Act
|
Sep 19, 2022 |
|
POTP Episode 136 - Change
|
Sep 12, 2022 |
|
POTP Episode 135 - Ongoing "Year-End" Planning
|
Aug 29, 2022 |
|
POTP Episode 134 – Advisory Symposium
|
Aug 22, 2022 |
|
POTP Episode 133 – We're back to check on the Pulse of the Practice!
|
Aug 15, 2022 |
|
POTP Episode 132 – Some things change over time
|
May 18, 2022 |
|
POTP Episode 131 – Conversation with Donny Shimamoto
|
May 02, 2022 |
|
POTP Episode 128 – Eyes up for after April 15th
|
Mar 21, 2022 |
|
POTP Episode 127 – Conversation with All About Accounting
|
Mar 14, 2022 |
|
POTP Episode 126 – Conversation with Terrell Turner
|
Feb 28, 2022 |
|
POTP Episode 125 – Do I have to choose between tools and staffing?
|
Feb 21, 2022 |
|
POTP Episode 124 – Conversation with David Snider
|
Feb 14, 2022 |
|
POTP Episode 123 – A Small Business Owners Cry for Advisory Help
|
Feb 07, 2022 |
|
POTP Episode 122 – Tax Law Awareness Thoughts with Shaun Hunley
|
Jan 31, 2022 |
|
POTP Episode 121 – It’s Expectation Season Again
|
Jan 24, 2022 |
|
POTP Episode 120 – A Window into 2022
|
Jan 03, 2022 |
|
POTP Episode 119 – Chat with Carlos Guaman
|
Dec 27, 2021 |
|
POTP Episode 118 – Revisiting 2021 Predictions
|
Dec 13, 2021 |
|
POTP Episode 117 – Some Firm Chatter
|
Dec 06, 2021 |
|
POTP Episode 116 – Conversation with Vincent Howard
|
Nov 22, 2021 |
|
POTP Episode 115 – The Next Generation of Firm Owners
|
Nov 15, 2021 |
|
POTP Episode 114 – Using Year End Meetings Well
|
Nov 08, 2021 |
|
POTP Episode 113 – Conversation with Aimee LaLiberte
|
Oct 25, 2021 |
|
POTP Episode 112 – Conversation with Rick Sager
|
Oct 18, 2021 |
|
POTP Episode 111 – Taking back control
|
Oct 11, 2021 |
|
POTP Episode 110 – Author Joe Sanok
|
Oct 04, 2021 |
|
POTP Episode 109 – Conversation with Sharon Means
|
Sep 27, 2021 |
|
POTP Episode 107 - A visit with Katie Thomas
|
Sep 13, 2021 |
|
POTP Episode 108 – Conversation with Geraldine Carter
|
Sep 07, 2021 |
|
POTP Episode 106 - The Great Reset
|
Sep 06, 2021 |
|
POTP Episode 105 – Change your mentality
|
Aug 30, 2021 |
|
POTP Episode 104 – Conversation with Blake Oliver
|
Aug 23, 2021 |
|
POTP Episode 103 – Tell your story with Janel Sykora
|
Aug 02, 2021 |
|
POTP Episode 102 – Conversation with Meg Balestrieri
|
Jul 26, 2021 |
|
POTP Episode 101 – The new entrepreneur
|
Jul 26, 2021 |
|
POTP Special Episode
|
Jul 19, 2021 |
|
POTP Episode 100 – Avoiding back to normal
|
Jul 12, 2021 |
|
POTP Episode 99 – How your firm handles wealth management
|
Jul 05, 2021 |
|
POTP Episode 98 – Finding bandwidth
|
Jun 28, 2021 |
|
POTP Episode 97 – Conversation with Gabby Luoma of Mod Ventures
|
May 31, 2021 |
|
POTP Episode 96 – Summer Focus
|
May 24, 2021 |
|
POTP Episode 95 – Get big! A chat with Chris Papin
|
May 17, 2021 |
|
POTP Episode 94 – Mental Health Check with Amber Setter
|
May 10, 2021 |
|
POTP Episode 93 – Conversation with Tom Hood
|
May 03, 2021 |
|
POTP Episode 92 – Business Value with Allan Afterman
|
Apr 26, 2021 |
|
POTP Episode 91 – Thriving in a Hybrid Office
|
Apr 19, 2021 |
|
POTP Episode 90 – Partnering with the CFO and Bookkeeper
|
Apr 12, 2021 |
|
POTP Episode 89 – Conversation with Samantha Mansfield
|
Apr 05, 2021 |
|
POTP Episode 88 – Changing Expectations as Conditions Change
|
Mar 29, 2021 |
|
POTP Episode 87 – Peter Margaritis on Communication
|
Mar 22, 2021 |
|
POTP Episode 86 – Conversation with Michelle Arnold
|
Mar 15, 2021 |
|
POTP Episode 85 – Setting Course for the Next Chapter
|
Mar 08, 2021 |
|
POTP Episode 84 – Connecting Dots
|
Mar 01, 2021 |
|
POTP Episode 83 – Courage to Create
|
Feb 22, 2021 |
|
POTP Episode 82 – A Conversation with Jim Bourke
|
Feb 15, 2021 |