Pulse of the Practice Podcast
1) Breaking the Hamster Wheel: Transforming a CPA Practice for Sustainable Growth with Kevin Stewart - Live from Nashville Partner Summit Part 2 of 2
In this insightful episode of "Pulse of the Practice," hosts Mall Harbor and Paul sit down with Kevin Stewart, a seasoned CPA and second-generation firm owner, to discuss the journey from traditional ...Show More
2) Transforming Accounting Practices: Overcoming Challenges, Embracing Change, and Building Stronger Teams – Live from Nashville Partner Summit Part 1 of 2
In this insightful episode of Practice Pulse, host Mo sits down with industry veterans Paul and John for a candid conversation live from the Nashville Partner Summit. Together, they dive deep into the...Show More
3) Pulse of the Practice - Live from Miami: Innovation & Evolution: Lessons from Amazon and the Future of Tax Advisory
Join us for a dynamic live episode of “Pulse of the Practice” from the 2025 Advisory Symposium in Miami! Hosts Mo and Paul kick off with lively banter, audience engagement, and a look behind the scene...Show More
4) The Future of Client Relationships
SummaryIn this episode, Mo Arbas and Paul Miller discuss the recent Partner Summit and the evolving landscape of advisory services in the accounting industry. They reflect on the challenges firms face...Show More
5) Beyond the Numbers: Elevating CPA Practices with Wealth Management and Advisory Services
SummaryIn this episode, Mo Arbas and Paul Miller engage with Trisha Floyd, a CPA firm owner, discussing her journey in transitioning from traditional accounting to advisory services. Trisha shares ins...Show More
6) The Evolution of Client Relationships in Advisory
SummaryIn this conversation, Mo Arbas and Paul Miller discuss the evolving landscape of advisory services in the accounting and tax industry. They reflect on their recent experiences at a conference, ...Show More
7) The Intersection of Wealth Management and Tax Planning
SummaryIn this episode, Mo Arbas and Paul Miller engage with Michael Foguth, a prominent figure in the financial services industry. They discuss Michael's journey into financial services, the importan...Show More
8) The Challenge of Balancing Technology and Client Needs
SummaryIn this conversation, Mo Arbas and Paul Miller discuss the complexities of client management in the advisory sector, emphasizing the importance of proactive engagement and understanding the ann...Show More
9) Evolving Client Engagements & Meetings
In this conversation, Mo and Paul discuss the challenges of navigating tax season, the evolving nature of client engagements, and the generational shifts in client expectations. They explore the role ...Show More
10) The Future of Advisory Services: Embracing AI
In this episode, Mo and Paul discuss the evolving landscape of advisory services in the context of AI and technology. They explore how AI tools like ChatGPT are being integrated into client interactio...Show More