Setting the pace Pulse of the Practice 07/03/2023 25 min Listen "Setting the pace" Reproducir Descargar episodio Ver en sitio original Episode Synopsis 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. More episodes of the podcast Pulse of the Practice Year in Review: Predictions, AI Insights, and the Future of Accounting 23/12/2025 ear-End Planning: Retirement Accounts, Real Estate, and Proactive Advisory 02/12/2025 From Burnout to Breakthrough: Gary Boomer's Playbook to Rebuild CPA Firms with AI by 2026 11/11/2025 Pulse of the Practice: Behind the scenes at SYNERGY 07/11/2025 Inside the Neighborhood: Energy, AI, and Change at Synergy Users Conference 06/11/2025 Hackers Love Small Tax Firms: Why MFA Is Already Obsolete—and What Could Save You 28/10/2025 The Human Edge: Why In‑Person Collaboration Still Matters in a High‑AI World 14/10/2025 Beyond Compliance: Build a 2026 Plan Clients Trust—and Happily Fund 30/09/2025 Navigating 2025 Tax Law Changes: Proactive Strategies for Accounting Firms 09/09/2025 Navigating Tax Law Changes: Proactive Advisory Strategies for Accounting Firms 27/08/2025 Ver todos los episodios Share Facebook Twitter LinkedIn