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…
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In this episode, we explore the rapidly changing role of artificial intelligence in the tax and accounting profession. What began as simple AI-generated emails and content creation is quickly evolving into agent-based systems capable of performing real work across firm workflows. Drawing on conversations from industry events and firsthand experiences with firms and clients, we discuss why many…
What happens when life throws the unthinkable your way—and how do you come out stronger on the other side? In this episode of Pulse of the Practice , hosts Mo Arbas and Paul sit down with John Kriesel—combat veteran, Purple Heart recipient, and renowned speaker—to explore the power of perspective, resilience, and mindset. From surviving a life-altering explosion in Iraq to finding purpose in…
Recorded live at the Thomson Reuters Advisory Symposium 2026 in Huntington Beach, CA on June 2, 2026, this special live episode of Pulse of the Practice features hosts Paul Miller (founder and owner of Business by Design, a firm specializing in advisory services and tax strategies for small business entrepreneurs) and Mo Arbas (Advisory Services Lead and thought-leadership presenter at Thomson…
What really happens inside a firm after April 15 ? In this episode of Pulse of the Practice , Mo Arbas sits down with Paul Miller of Business by Design for an inside look at what forward-thinking accounting and advisory firms are doing once the tax deadline passes—but before the next one hits. Paul breaks down how his 23-person firm uses the summer months to focus on what truly drives long-term…
In this episode of Pulse of the Practice , Mo Arbas and Paul Miller are joined by Therese "T on the Street" to preview this year's Advisory Symposium in Huntington Beach, California, happening June 2–4. They share what attendees can expect, including more than 40 breakout sessions covering advisory, AI, new technology, and thought leadership, plus appearances from keynote speakers Tom Hood and…
n this episode of Pulse of the Practice , Mo Arbas and Paul Miller dig into the real-world pressures of tax season — from the grind of long days and missed spring weather to the growing chaos of client document habits. They explore why multitasking is a myth, how time seems to “collapse” in modern firms, and why protecting your schedule has become essential. But the conversation quickly expands to…
In this episode of Pulse of the Practice , Mo Arbas and Paul Miller dive deep into the real challenges firms face during the busiest part of tax season—from extensions and deadlines to client expectations and team bandwidth. But the conversation quickly expands into something much bigger: how firms can scale smarter by building systems for knowledge sharing, pattern recognition, and staff…
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”…
In this episode of Pulse of the Practice , Mo Arbas and Paul Miller sit down with Fady Hawatmeh, founder of Clockwork, to explore what advisory really means in today’s accounting landscape—and what it will take to scale it successfully. Fady shares the origin story behind Clockwork, why he built an AI‑native FP&A platform from the ground up, and how firms can move from rear‑view reporting to…
In this final episode of the year, Mo Arbas and Paul Miller take a reflective dive into what shaped the accounting profession in 2025 and what’s next. From the reality that uncertainty is permanent to why advisory isn’t just a service line but a mindset shift, they explore leadership bottlenecks, talent challenges, and the evolving role of technology. The conversation also touches on AI’s growing…
