Beyond Tax Season: Staffing, Standards, and Strategy in a Rapidly Changing Firm
MAY 5, 202632 MIN
Beyond Tax Season: Staffing, Standards, and Strategy in a Rapidly Changing Firm
MAY 5, 202632 MIN
Description
<p>What really happens inside a firm <strong>after April 15</strong>?</p><p>In this episode of <em>Pulse of the Practice</em>, Mo Arbas sits down with Paul Miller of <strong>Business by Design</strong> 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.</p><p>Paul breaks down how his 23-person firm uses the summer months to focus on what truly drives long-term success: <strong>training, standardization, staffing strategy, and technology adoption</strong>. They explore why tax returns are no longer “the event,” how firms are shifting bandwidth away from pure technical work and toward client experience, and why non-technical advisory support roles are quickly becoming essential.</p><p>You’ll hear practical insights on:</p><ul><li>How modern firms structure teams across client success, advisory, and technical tax roles</li><li>What to look for when hiring <strong>non-technical</strong> staff—and why curiosity matters more than resumes</li><li>Building a firm-wide “playbook” to replace one-off decision-making</li><li>Why summer is the ideal window for training, internal resets, and process refinement</li><li>How firm leaders should think about <strong>AI and technology adoption</strong>—and why delegating that responsibility can be a costly mistake</li><li>The growing cost of “doing nothing” as the pace of industry change accelerates</li></ul><p>If you’re a small to mid-sized firm owner, partner, or manager who feels busy all year but still wants to build something intentional, this episode is a clear reminder that <strong>the work between deadlines may matter most</strong>.</p>