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Pulse of the Practice

Will Hill

Join hosts Will Hill and Paul Miller as we have real and relevant conversations around the challenges and opportunities tax and accounting firms are encountering every day. Done with an upbeat tone, we look to provide you with inspiration and actionable ideas to help tackle these challenges and opportunities in your firm. The topics may be endless, but you are sure to hear a mix on client interactions, client engagement, firm process and firm culture. We know you will enjoy, we hope to inspire!

  • 26 minutes 1 second
    A Year in Review

    It's bittersweet moment as Paul and Mo reflect on key moments this year and what they're looking forward to in 2025. 

    24 December 2024, 9:00 am
  • 12 minutes 22 seconds
    Are Your Ready to Advise?

    Paul and Mo discuss the new AI-powered tech with Ready to Advise during Thomson Reuters SYNERGY. 

    9 December 2024, 9:00 am
  • 10 minutes 12 seconds
    What does the number 200 mean?

    Mo surprises Paul with a special Pulse of the Practice Anniversary announcement.

    3 December 2024, 9:00 am
  • 23 minutes 31 seconds
    SafeSend

    Paul and Mo are joined by Adrian Johnson, Chief Product Officer with SafeSend. They discuss how the use of technology has helped many firms address challenges within their workflow, both on the front-end and on the back-end, and how this is an ongoing evolution and growth.

    8 October 2024, 8:00 am
  • 26 minutes 26 seconds
    BDO Alliance USA

    Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and opportunities.

    1 October 2024, 8:03 am
  • 26 minutes 2 seconds
    Evaluating Relationships

    Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to communicate scope changes to clients. 

    17 September 2024, 8:00 am
  • 26 minutes 2 seconds
    Beyond the Tax Return

    In this week's episode, Paul and Mo are joined by Brady Lievens, Chief Revenue Officer with Protection Plus. They discuss notices and audits and how Protection Plus partners with, and offers Tax and Accounting firms defense services.

    10 September 2024, 8:00 am
  • 25 minutes 32 seconds
    Back to School!

    In this week's episode, Mo goes back in time.. into the school days, and asks Paul about student loans and tax and planning stragies.

    4 September 2024, 8:00 am
  • 22 minutes 17 seconds
    A Firm's Acquistions and a Leader's Coaching Mindset

    Paul and Mo are joined by Thomas J (TJ) Sabotka, Managing Partner of O'Brien Shortle Reynolds & Sabotka, PC. TJ shares his firm's journey, acquisitions, and how being the leader of change and having a coaching mindset are both important contributors to his success. 

    20 August 2024, 8:00 am
  • 32 minutes 25 seconds
    A Progessive Firm's Perspective

    In this week's episode, Paul and Mo are joined by Tim Petrey, the CEO of HD Growth Partners. They have a discussion around the challenges and opportunities in the past, the current, and the future accounting firm. 

    13 August 2024, 8:00 am
  • 1 hour 2 minutes
    Live from 2024 Advisory Symposium

    Paul and Mo go LIVE from Carlsbad, CA during the Thomson Reuters annual Advisory Symposium, interacting with a live audience for the first time, and bringing them an exciting conversation with Tom Hood, CPA, CITP, CGMA. Tom is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. He was named in the top three most influential people in accounting by Accounting Today Magazine for the eleventh year. His focus is elevating and accelerating the role of CPAs and CGMAs in corporate and management accounting.

    6 August 2024, 8:00 am
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