Pulse of the Practice

Thomson Reuters

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 mo...

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Pulse of the Practice

Episodes (143)

Feb 17th Building a Tax-Ready Firm: Processes, People, and the Power of Structure
Jan 27th The Advisory Mindset Shift: AI, FP&A, and the Future of Accounting Firms
Dec 23, 2025 Year in Review: Predictions, AI Insights, and the Future of Accounting

Pulse of the Practice

Feb 17, 2026
36½ minutes
33 MB

In this episode of Pulse of the Practice, Mo Arbas and Paul Miller dive deep into what truly keeps an accounting firm running smoothly during tax season—clear processes, intentional workflows, and the right questions asked at the right time. From the realities of client data chaos to the importance of firm-wide standards, Paul breaks down how his multi-team firm handles data intake, “tax-ready” checklists, questionnaires, and internal workflow guardrails. Mo compares this to the challenges solo practitioners face, sparking a conversation about scaling, staff development, knowledge transfer, and why younger team members learn differently today. The duo als...

Pulse of the Practice

Building a Tax-Ready Firm: Processes, People, and the Power of Structure

Thomson Reuters

00:00 -36:26