Growing and developing staff without being in the office together

SFP 94: A Hale and hearty approach to business model transformation: Accounting firms planning for future success may want to rethink their approach to new opportunities. In this episode of the Small Firm Philosophy podcast, Elizabeth Hale, founder and CEO of eeCPA, shares with PCPS manager Erin Hartman how her firm is... by Small Firm Philosophy

36 min listen

SFP 94: How a data-driven approach powered this firm's transformation: This episode of the Small Firm Philosophy podcast features Steve McDonald, CPA, managing partner at Abdo, sharing tips about how he integrated cutting edge data and government consulting services with new technologies to revolutionize his firm's... by Small Firm Philosophy

49 min listen

SFP 93: New PCPS toolkits tackle revenue modeling and culling clients: This episode of the Small Firm Philosophy podcast unveils a pair of powerful toolkits designed to help accounting firms reshape and optimize their business. PCPS manager Erin Hartman, CPA, and Carrie Steffen, the president of growth consulting firm... by Small Firm Philosophy

45 min listen

SFP #92: Sowing the seeds for future CPAs: From engaging high schoolers to partnering with community influencers, discover how Grossman Yanak & Ford cultivates future accountants. This episode of the Small Firm Philosophy podcast features a discussion with GYF's Colleen Febbraro about the... by Small Firm Philosophy

64 min listen

SFP #91: Ascend to a new business model: This episode of the Small Firm Philosophy podcast features an interview with David Wurtzbacher and Erin Stahmer of Ascend, a platform firm that is employing unique strategies in its business model. Join us to discuss people strategy, offshoring tips,... by Small Firm Philosophy

52 min listen

SFP 90: How a CPA firm got lean and ‘drastically reduced’ overtime: This episode of the Small Firm Philosophy podcast features an interview with Dennis Sherrin, CPA, CGMA, chief value officer and strategic consultant at Avizo Group, Inc., an Alabama-based CPA firm with 35 team members in the United States and India.... by Small Firm Philosophy

59 min listen

SFP 89: Business model transformation with SJHL's Chet Buchman: This episode of the Small Firm Philosophy podcast features an interview with Chet Buchman, CPA, CGMA, managing partner of Kansas-based accounting firm Swindoll, Janzen, Hawk and Loyd, LLC (SJHL). In this discussion, Buchman describes his firm’s... by Small Firm Philosophy

40 min listen

SFP 88: Advice for firms on BOI requirements, MAP Survey results: This episode of the Small Firm Philosophy podcast features an interview with Carl Peterson, CPA, AICPA & CIMA’s vice president of small firm interests. Peterson addresses the new (BOI) reporting requirements and also shares his biggest... by Small Firm Philosophy

27 min listen

SFP 87: A Revolution in 'right-sizing' a client base: This episode of the Small Firm Philosophy podcast features an interview with Sandy Johns, owner of Revolution Financial, a small accounting firm based in the Atlanta area. Johns discusses how she culled her firm's client roster to a manageable size... by Small Firm Philosophy

45 min listen

SFP #86: Five children, 3 businesses, 1 CPA's story: Nicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses and has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter. She also never worked in... by Small Firm Philosophy

31 min listen

SFP #85: Chatting about generative AI: There’s been a buzz around artificial intelligence for years, but nothing like the swarm of interest generated by ChatGPT. Microsoft-backed research laboratory OpenAI launched ChatGPT in November 2022. By January, the large language... by Small Firm Philosophy

23 min listen

SFP #84: How to cut busy season hours in half (almost): Johanna Sweaney Salt, CPA, CGMA, used to work 100 hours a week during busy season. As the founder and managing partner of Gray, Salt & Associates, LLP, she believed it was her responsibility to put in the time needed to make her small firm a... by Small Firm Philosophy

20 min listen

SFP 83: Defying description, this CPA firm is a real Dark Horse: A firm in a box. A franchise on steroids. The Uber (or Lyft) of CPA firms. To say that the business model of Dark Horse CPAs is difficult to describe is an understatement of the highest order. So exactly does Dark Horse do? What makes it unique? And... by Small Firm Philosophy

43 min listen

SFP 82: Bots pose new threat to CPA firms: Roman Kepczyk, CPA.CITP, CGMA, director of firm technology strategy for Right Networks and author of the AICPA & CIMA’s , joins the Small Firm Philosophy podcast to discuss current cyberthreats and what CPA firms should be doing to protect their... by Small Firm Philosophy

23 min listen

SFP 81: How to transform a partner compensation model: Incentivize the behaviors you want. That was the theory behind GRF CPAs & Advisors’ decision to change its partner compensation model several years ago. Firm leaders knew that if they wanted their partners to operate as a cohesive team, they needed... by Small Firm Philosophy

24 min listen

SFP 80: Tech experts on ChatGPT, RPA, security, FTX, Web 3.0: Chat bots that can write Excel macros. The internet’s first evolutionary leap since the 1990’s. And whatever happened to blockchain? Those are just a few of the topics covered by three top accounting technology experts during a special edition of... by Small Firm Philosophy

51 min listen

SFP #79: How to protect digital assets from hackers: Many small accounting firms may not have heard much about digital assets beyond bitcoin and the FTX bankruptcy, but accountants have two big reasons to learn more about the topic. First, the acceptance of digital assets as payment has steadily grown... by Small Firm Philosophy

23 min listen

SFP 78: One woman’s journey from Africa to accounting firm ownership: Orumé Hays, CPA, CGMA, didn’t exactly follow a traditional path to owning an accounting practice. From Africa to the Big Apple, she blazed a trail all her own. Raised in Nigeria, Hays moved to Miami with a college degree in sociology and... by Small Firm Philosophy

24 min listen

SFP 77: The CPA’s guide to technology (and tech gifts): The CPA’s guide to technology (and tech gifts) There are few, if any, people in the accounting space who know more about technology than Inspector Gadget. No, not the cartoon character with the go-go arms from the 1980s. The man wearing the trench... by Small Firm Philosophy

24 min listen

SFP 76: How to make busy season more fun and more productive: It's the holidays, that special time of the year when children wish for their dream gift and CPAs pray that the looming busy season won't be another nightmare. Rabecca Eunis, CPA, knows the feeling. As a new accountant working for her father’s... by Small Firm Philosophy

27 min listen

SFP 75: Two cyberthreats CPA firms should fear this Halloween: Ghosts, goblins and ghouls aren't the only scary things to watch out for this Halloween season. Hackers and criminal organizations are up to their old tricks -- and some new ones -- in their tireless efforts to breach your cyberdefenses and treat... by Small Firm Philosophy

18 min listen

SFP 74: What a CPA learned starting his own advisory firm: Launching an advisory firm after 20 years in public accounting requires courage, confidence and commitment. It also helps to get some business coaching and to focus on changing customer needs. Those are some of the lessons Zack Ryan, CPA, shares in... by Small Firm Philosophy

30 min listen

SFP 73: What firms should know about succession and M&A: Terrence Putney, CPA, managing director with Whitman Transition Advisors, is among the top advisers on accounting firm mergers nationwide. Over his 44-year career, Putney has been involved with hundreds of accounting firm M&A deals and also... by Small Firm Philosophy

26 min listen

SFP 72: How MAP Survey results improve small firm management: The Private Companies Practice Section’s National Management of an Accounting Practice (MAP) Survey gathers key metrics from thousands of U.S. firms of all sizes. In this episode of the Small Firm Philosophy podcast, Steven Bankler, CPA, shares how... by Small Firm Philosophy

19 min listen

SFP #71: How RPA paid off for this accounting firm: Robotic Process Automation, or RPA, has been a buzzword in the accounting profession for several years. Despite that, many practitioners don’t have a great grasp of what RPA is and what it can do for accountants. Wesley Hartman has spent much of the... by Small Firm Philosophy

26 min listen

CFOs and CPA firms: Common staff development challenges: CPA firms and the clients they serve often view the world through a different lens. Tom Hood, the AICPA’s executive vice president of business engagement and growth, recently had the rare opportunity to engage both groups. In this episode of the... by Small Firm Philosophy

22 min listen

Survey says firms face many top issues: The AICPA’s Private Companies Practice Section has been asking accounting firms to rank their top issues since 1997. But never has there been a list of concerns quite like the one produced by the 2022 CPA Firm Top Issues Survey. Listen in as two... by Small Firm Philosophy

19 min listen

The secrets of selling your small firm: Loretta Tubiello-Harr, founder of Tubiello-Harr & Associates, LLC, was approaching retirement and set out to create an exit plan. What did it take for her to get her practice attractive to buyers, vet those potential sales, and finally execute a... by Small Firm Philosophy

42 min listen

Volunteer for personal and professional growth: Dedicated volunteers play an essential role in helping the AICPA provide a more robust member experience. How can you get involved and what can you gain from the experience? Find out in this episode of the Small Firm Philosophy podcast as Erin Roche,... by Small Firm Philosophy

28 min listen

Ransomware attack: One small firm’s worst nightmare: Patrice Mills, CPA, was sunning herself on a Florida beach when she received an alarming phone call. All of her client files had been seized in a ransomware attack, and cybercriminals were demanding payment to release them. Listen in as Mills recounts... by Small Firm Philosophy

19 min listen

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Growing and developing staff without being in the office together

Growing and developing staff without being in the office together

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