Shows / Transforming: Tales of Business Evolution
Transforming: Tales of Business Evolution
"Transforming: Tales of Business Evolution" is a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear conversations with CPA firm leaders and experts to the accounting and finance profession about their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspiring you to explore new ways to evolve your own organization. Brought to you by…
Episodes
- Transforming: Tales of Business Evolution
TfP 026. Why Engagement Letters Matter
Engagement letters do more than protect CPA firms; they can also be among the most valuable tools in a firm's operations. Stephanie Otero, VP – Small Firms…
- Transforming: Tales of Business Evolution
TfP 025. Creating Value Beyond Compliance
As the profession evolves, accounting firms are reexamining assumptions that have guided their business models for decades. In this episode, Lisa Simpson, CPA…
- Transforming: Tales of Business Evolution
TfP 024. Growth by Design
What if the key to firm growth is not working harder but building the right structures to make growth intentional? Morgan Cooper, Marketing Director, and Jeff…
- Transforming: Tales of Business Evolution
TfP 023. The Talent Lifecycle Advantage
The talent landscape is changing — and firms and organizations that adapt will have a competitive advantage. In this episode, Lexi Weber, CPA, Senior Manager –…
- Transforming: Tales of Business Evolution
TfP 022. Developing Talent and Embracing Change
Recorded live at the AICPA's ENGAGE 2026, Erin Hartman, CPA, Senior Manager – Firm Services, sits down with Cheryl Rhode, CPA, Partner at West Rhode & Roberts…
- Transforming: Tales of Business Evolution
TfP 021. Evaluating the Independent CPA Firm Model
Many firm leaders are evaluating their ownership and capital models, which includes considering the option of bringing in outside strategic investors. But many…
- Transforming: Tales of Business Evolution
TfP 020. Elevating Women's Initiatives to Drive Transformation
In this episode, Laura Crowley, Partner at Citrin Cooperman and member of the AICPA's Women's Initiatives Executive Committee, and Mandy Gallagher, Lead…
- Transforming: Tales of Business Evolution
TfP 019. Intentional Firm Growth That Actually Works
What does successful growth really look like for today's firms? In this episode, Sarah Krom, CPA, MST, Managing Partner of SKC & Co. CPAs, LLC, explores how…
- Transforming: Tales of Business Evolution
TfP 018. Burnout Prevention in Action
Lauren Baptiste, founder of Acheloa Wellness, explores how burnout is more than just exhaustion; it's a systemic challenge affecting professionals at every…
- Transforming: Tales of Business Evolution
TfP 017. Getting Ready for 'Busy Season', Part II
We're back with another special compilation of conversations offering insights relevant for preparing for busy season. Jaimie Boyd from the AICPA® Firm…
- Transforming: Tales of Business Evolution
TfP 016. Beyond the Numbers: Real-World Insights from the MAP Survey
Ready to turn data into your firm's competitive edge? This episode reveals how firm leaders are leveraging the National Management of an Accounting Practice…
- Transforming: Tales of Business Evolution
TfP 015. Governance That Builds Culture
In this episode of Transforming: Tales of Business Model Evolution, Suzanne Forbes, CPA, Managing Partner of James Moore, explores why governance must evolve…
- Transforming: Tales of Business Evolution
TfP 014. Building Balance in a Virtual Firm
Kelly Rohrs, CPA, Founder of K. Rohrs, CPA, P.C., shares the journey of launching her firm from concept to reality. Listeners will gain insight into how she…
- Transforming: Tales of Business Evolution
TfP 013. When Purpose Meets Innovation
Live from ENGAGE 2025, Erin Hartman, CPA, Senior Manager – Firm Services, sits down with Argel Sabillo, CPA, Cofounder and Chief Executive Officer of HeyApril…
- Transforming: Tales of Business Evolution
TfP 012. Creating Balance Without Losing Business
Brenda Cannon, Partner at Cannon & Associates, CPAs, shares how her firm rethought busy season by scheduling every tax return to prepare and control the…
- Transforming: Tales of Business Evolution
TfP 011. The Influence of Coaching on Firm Growth
Rebecca Driscoll, CPA, Co-founder of The Collaboration Room, walks through her unconventional journey into public accounting, highlighting her transition from…
- Transforming: Tales of Business Evolution
Governance Series: Key Success Factors for Better Governance
In the final episode of the four-part governance podcast series, Erin Hartman, CPA, Senior Manager – Firm Services of the AICPA & CIMA joins Sarah Dobek…
- Transforming: Tales of Business Evolution
Governance Series: Navigating Partnership Change with Purpose
In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are…
- Transforming: Tales of Business Evolution
Governance Series: The Rise of Non-CPA Leaders in Public Accounting
In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are…
- Transforming: Tales of Business Evolution
Governance Series: Implementing Operating Models in Your Firm
In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are…
- Transforming: Tales of Business Evolution
TfP 010. Leading with Authenticity and Vulnerability
Content Note: This episode includes discussions about mental health, including depression, anxiety, and suicide. Please take care while listening. In this…
- Transforming: Tales of Business Evolution
TfP 009. Transforming Business Growth in Public Accounting
What defines a thriving business development culture in public accounting? Josh Axelrod, Chief Operating Officer of Aldrich CPAs + Advisors, shares the…
- Transforming: Tales of Business Evolution
TfP 008. Governance Unlocked: Discoveries with Gary Thomson and Sarah Johnson Dobek
Gary Thomson, CPA, Founder and Principal of Thomson Consulting, and Sarah Johnson Dobek, Founder and President of Inovautus Consulting, explore how strong…
- Transforming: Tales of Business Evolution
TfP 007. The Power of Private Equity
Private equity-backed firms are reshaping the professional services landscape. In this episode, Tim Brackney, CEO of Springline Advisory, and Josh Beck…
- Transforming: Tales of Business Evolution
TfP 006. Starting your own firm and growing the right client base
Starting your own firm can be tough, but finding the right clients makes all the difference. In this episode, Yuri Kapilovich, CPA, a managing partner of…
- Transforming: Tales of Business Evolution
TfP 005. The power of ESOPs in reshaping your firm's future
In this episode with Dan O'Hare, CPA, CGMA, Principal at Glenn Burdette, we explore why CPA firms might choose to implement an Employee Stock Ownership Plan…
- Transforming: Tales of Business Evolution
TfP 004. ESOP Insights. Unlocking the Future of Firm Ownership
Are you curious about how to empower your employees and fuel your firm's growth? Listen as we explore employee stock ownership plans (ESOPs) with Mike Bannon…
- Transforming: Tales of Business Evolution
TfP 003. Getting Ready for 'Busy Season'
Erin Hartman from the AICPA & CIMA PCPS section introduces a special compilation of conversations on the evolution of accounting firms and the modernization of…
- Transforming: Tales of Business Evolution
TfP 002. Adapting to change: Innovative strategies in accounting
How are forward-thinking firms adapting to the profession's changing landscape? We're joined by Abbey Bemis and Mike Miller from Payne Nickles & Company to…
- Transforming: Tales of Business Evolution
TfP 001. Corporate governance model transformation
Jeff Wald, CEO of Pinion, shares his insights and expertise on the importance of corporate governance. He uncovers strategies for managing major firm…
- Transforming: Tales of Business Evolution
Teaser: Our podcast is changing!
The look and feel of your podcast is about to evolve. We're excited to share that the Small Firms Philosophy podcast is becoming "Transforming, tales of…
Transforming: Tales of Business EvolutionSFP 97: Evolving governance structures for business success
In this podcast episode, we explore with Jonyce Bullock, CEO of Squire, how evolving governance structures can revolutionize your business model. Jonyce shares…
Transforming: Tales of Business EvolutionSFP 96 Boosting firm capabilities with offshoring
Are you facing a talent shortage? Offshoring may be the answer. Our guest Laurence Whittam of Impact Global Solutions discusses tapping into global talent…
Transforming: Tales of Business EvolutionSFP 95: The power of people and culture to transform business models and set firms up for success
In this episode of the Small Firm Philosophy podcast, Ingrid Goldbloom-Bloch, Director of Career Development and Engagement at AAFCPAs, talks with PCPS manager…
Transforming: Tales of Business EvolutionSFP 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…
Transforming: Tales of Business EvolutionSFP 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…
Transforming: Tales of Business EvolutionSFP 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…
Transforming: Tales of Business EvolutionSFP 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…
Transforming: Tales of Business EvolutionSFP 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…
Transforming: Tales of Business EvolutionSFP 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…
Transforming: Tales of Business EvolutionSFP 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…
Transforming: Tales of Business EvolutionSFP 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…
Transforming: Tales of Business EvolutionSFP 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…
Transforming: Tales of Business EvolutionSFP #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…
Transforming: Tales of Business EvolutionSFP #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…
Transforming: Tales of Business EvolutionSFP #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…
Transforming: Tales of Business EvolutionSFP 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…
Transforming: Tales of Business EvolutionSFP 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 CPA cybersecurity checklist, joins the…
Transforming: Tales of Business EvolutionSFP 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…
- Transforming: Tales of Business Evolution
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…
- Transforming: Tales of Business Evolution
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…
- Transforming: Tales of Business Evolution
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…
Transforming: Tales of Business EvolutionSFP 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…
- Transforming: Tales of Business Evolution
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…
- Transforming: Tales of Business Evolution
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…
- Transforming: Tales of Business Evolution
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…
- Transforming: Tales of Business Evolution
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…
Transforming: Tales of Business EvolutionSFP 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…
- Transforming: Tales of Business Evolution
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…
Transforming: Tales of Business EvolutionCFOs 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…
