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Episode | Date |
---|---|
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 |