All Episodes
Transforming: Tales of Business Evolution — 128 episodes
TfP 023. The Talent Lifecycle Advantage
TfP 022. Developing Talent and Embracing Change
TfP 021. Evaluating the Independent CPA Firm Model
TfP 020. Elevating Women's Initiatives to Drive Transformation
TfP 019. Intentional Firm Growth That Actually Works
TfP 018. Burnout Prevention in Action
TfP 017. Getting Ready for 'Busy Season', Part II
TfP 016. Beyond the Numbers: Real-World Insights from the MAP Survey
TfP 015. Governance That Builds Culture
TfP 014. Building Balance in a Virtual Firm
TfP 013. When Purpose Meets Innovation
TfP 012. Creating Balance Without Losing Business
TfP 011. The Influence of Coaching on Firm Growth
Governance Series: Key Success Factors for Better Governance
Governance Series: Navigating Partnership Change with Purpose
Governance Series: The Rise of Non-CPA Leaders in Public Accounting
Governance Series: Implementing Operating Models in Your Firm
TfP 010. Leading with Authenticity and Vulnerability
TfP 009. Transforming Business Growth in Public Accounting
TfP 008. Governance Unlocked: Discoveries with Gary Thomson and Sarah Johnson Dobek
TfP 007. The Power of Private Equity
TfP 006. Starting your own firm and growing the right client base
TfP 005. The power of ESOPs in reshaping your firm's future
TfP 004. ESOP Insights. Unlocking the Future of Firm Ownership
TfP 003. Getting Ready for 'Busy Season'
TfP 002. Adapting to change: Innovative strategies in accounting
TfP 001. Corporate governance model transformation
Teaser: Our podcast is changing!
SFP 97: Evolving governance structures for business success
SFP 96 Boosting firm capabilities with offshoring
SFP 95: The power of people and culture to transform business models and set firms up for success
SFP 94: A Hale and hearty approach to business model transformation
SFP 94: How a data-driven approach powered this firm's transformation
SFP 93: New PCPS toolkits tackle revenue modeling and culling clients
SFP 92: Sowing the seeds for future CPAs
SFP 91: Ascend to a new business model
SFP 90: How a CPA firm got lean and 'drastically reduced' overtime
SFP 89: Business model transformation with SJHL's Chet Buchman
SFP 88: Advice for firms on BOI requirements, MAP Survey results
SFP 87: A Revolution in 'right-sizing' a client base
SFP #86: Five children, 3 businesses, 1 CPA's story
SFP #85: Chatting about generative AI
SFP #84: How to cut busy season hours in half (almost)
SFP 83: Defying description, this CPA firm is a real Dark Horse
SFP 82: Bots pose new threat to CPA firms
SFP 81: How to transform a partner compensation model
SFP 80: Tech experts on ChatGPT, RPA, security, FTX, Web 3.0
SFP #79: How to protect digital assets from hackers
SFP 78: One woman's journey from Africa to accounting firm ownership
SFP 77: The CPA's guide to technology (and tech gifts)
SFP 76: How to make busy season more fun and more productive
SFP 75: Two cyberthreats CPA firms should fear this Halloween
SFP 74: What a CPA learned starting his own advisory firm
SFP 73: What firms should know about succession and M&A
SFP 72: How MAP Survey results improve small firm management
SFP #71: How RPA paid off for this accounting firm
CFOs and CPA firms: Common staff development challenges
Survey says firms face many top issues
The secrets of selling your small firm
The secrets of selling your small firm
Volunteer for personal and professional growth
Ransomware attack: One small firm's worst nightmare
CPAs: Not boring to cybercriminals
M&A best practices: Insights from a small and large firm perspective
Advancing diversity in a small firm: A business imperative
Using client continuance strategies to control busy season
Surviving tax season: Top strategies to prepare your small firm
Right-size your client base, improve your small firm
A sole proprietor's journey to building a better practice
Proposed changes to Peer Review standards and the small firm impact
Top tax issues impacting small firms
Small firms face familiar challenges in unprecedented times
Technology: Oxygen for your small firm
Engage your staff and increase accountability in your small firm
Developing the next generation of small firm leadership
Less complex entities in the limelight for small firms
Protect your small firm with a Practice Continuation Agreement
Quality management in the spotlight for small firms
Hitting the right notes in small firm client service
Small firm tax season recap
Advancing diversity, equity, and inclusion in small firms
Work on your firm now, retire well later
Listen to your clients, grow your firm to meet their needs
Step out of your comfort zone, connect with the profession
Establish the next generation of diverse CPAs
In celebration of women's history month – supporting women's initiatives in ALL firms
How COVID has affected small firms
Multiple Service Offerings from One Small Firm
Growing a Practice in a Pandemic
Embracing Value Pricing in a Small CPA Firm
Manager moving up to Partner
Tips for successfully hiring and onboarding virtually
Winning Strategies from a Women-Owned Law Firm
From Administrative Assistant to COO
The evolution of remote work
Navigating everyday business in extraordinary times
Networking in a remote environment
Creating successful environment for working parents during COVID-19
Growing and developing staff without being in the office together
Creating an award-winning firm culture
Increasing profession diversity one firm at a time
Turning a passion for helping into a business
Pivoting in a pandemic: Success stories from a CPA firm (part 2)
Pivoting in a pandemic: Success stories from a CPA firm (part 1)
Planning for #CPAworlddomination
The secret to finding the perfect "work life blend"
Owning and managing three businesses
Managing a virtual firm
Mindfulness matters: Reimagine your approach to busy season (Part 6)
Mindfulness matters: Reimagine your approach to busy season (Part 5)
Mindfulness matters: Reimagine your approach to busy season (Part 4)
Mindfulness matters: Reimagine your approach to busy season (Part 3)
Mindfulness matters: Reimagine your approach to busy season (Part 2)
Mindfulness matters: Reimagine your approach to busy season (Part 1)
Staying ahead of accounting standards changes
Getting started with value pricing (Part 3)
What keeps small firm practitioners up at night?
Getting started with value pricing (Part 2)
A solution to complex accounting standards: FRF for SMEs
Getting started with value pricing (Part 1)
The AICPA MAP Survey
Tips on proper audit risk assessment
How a small firm in Kansas is staying ahead
Growing a small firm through mergers and acquisitions
Brewing up business in a niche industry
Supporting a strong firm culture
Keys to success: Inside a virtual firm
Trailer: AICPA presents Small Firm Philosophy