About this episode

This episode discusses the future of advisory services in accounting firms, focusing on client and firm intelligence, and the impact of AI on workflows.

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 Reuters events, passionate about challenge and change in the advisory space). In this high-energy, audience-driven session, Paul and Mo tackle the most pressing challenges facing tax and accounting firms right now — and lay out a compelling vision for what's coming next. They walk through a firm life cycle framework built around three concurrent cycles: the client cycle, the firm cycle, and a pre-cycle focused on prospecting — including the often-overlooked reality that your existing clients are prospects too. The conversation dives deep into three critical observations shaping the future of accounting firms: Capacity vs. Complexity — Client and firm complexity is increasing faster than most firms can keep up with, creating a bandwidth crisis that no amount of hustle alone can solve. The…

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