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 EvolutionSurvey 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…
Transforming: Tales of Business EvolutionThe 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…
- Transforming: Tales of Business Evolution
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…
Transforming: Tales of Business EvolutionVolunteer 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…
Transforming: Tales of Business EvolutionRansomware 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…
Transforming: Tales of Business EvolutionCPAs: Not boring to cybercriminals
Phishing schemes, ransomware attacks, and data breaches are on the rise. CPA firms and their client's data are prime targets. Listen in as Roman Kepczyk…
Transforming: Tales of Business EvolutionM&A best practices: Insights from a small and large firm perspective
The AICPA's Private Companies Practice Section Succession Planning Survey finds that 44% of solo and sole practitioners plan to retire soon. David Shealy, CPA…
Transforming: Tales of Business EvolutionAdvancing diversity in a small firm: A business imperative
Public accounting Diversity, Equity, and Inclusion (DEI) initiatives are gaining momentum. Oftentimes, it can be the larger firms making the headlines, but…
Transforming: Tales of Business EvolutionUsing client continuance strategies to control busy season
On this episode of the Small Firm Philosophy podcast, you'll hear a clip from the AICPA's November 18th Town Hall series featuring the AICPA's Lisa Simpson, VP…
Transforming: Tales of Business EvolutionSurviving tax season: Top strategies to prepare your small firm
The 2021 tax season is fast approaching. Is your firm ready? Listen to this episode of the Small Firm Philosophy podcast as Deb Rood, CPA and Risk Control…
Transforming: Tales of Business EvolutionRight-size your client base, improve your small firm
Burned out? Not enough hours in the day? In this episode of the Small Firm Philosophy podcast, Carrie Steffen, Co-Founder and President of the Whetstone Group…
Transforming: Tales of Business EvolutionA sole proprietor's journey to building a better practice
Creating a successful practice that meets your clients' needs while providing satisfying and meaningful work for you and your staff requires focus, discipline…
Transforming: Tales of Business EvolutionProposed changes to Peer Review standards and the small firm impact
The AICPA's Peer Review Board (PRB) is responsible for developing and issuing Standards for Performing and Reporting on Peer Reviews (standards). Listen as PRB…
Transforming: Tales of Business EvolutionTop tax issues impacting small firms
The Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey identified tax-related challenges affecting small firms. Listen as April Walker, CPA…
Transforming: Tales of Business EvolutionSmall firms face familiar challenges in unprecedented times
Small firms face familiar challenges in unprecedented times What's keeping you up at night as a firm owner? Listen to this clip from the AICPA's September 2nd…
Transforming: Tales of Business EvolutionTechnology: Oxygen for your small firm
"Technology: it's just oxygen. It's the tools that are available to us and some of us breathe it better than others." Listen as Byron Patrick, CPA and Manager…
Transforming: Tales of Business EvolutionEngage your staff and increase accountability in your small firm
"The average person spends about two hours per day in drama…and lack of accountability is one of the sources of drama". Listen to this excerpt from the August…
Transforming: Tales of Business EvolutionDeveloping the next generation of small firm leadership
The AICPA's Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey has identified developing the next generation of firm leadership as a pressing…
Transforming: Tales of Business EvolutionLess complex entities in the limelight for small firms
The International Auditing and Assurance Standards Board (IAASB) has issued an exposure draft on auditing the financial statements of Less Complex Entities…
Transforming: Tales of Business EvolutionProtect your small firm with a Practice Continuation Agreement
As highlighted in the Succession Planning Survey, small firms know they need a Practice Continuation Agreement (PCA) yet less than 10% have one in place…
Transforming: Tales of Business EvolutionQuality management in the spotlight for small firms
The ASB's proposed quality management standards are open for comments through Aug. 31. But small firms can get a head start on understanding the implications…
Transforming: Tales of Business EvolutionHitting the right notes in small firm client service
How did small firms keep up with the Paycheck Protection Program (PPP), Economic Injury Disaster Loan (EIDL) and other business relief programs to support…
Transforming: Tales of Business EvolutionSmall firm tax season recap
How did small firms cope with another tax season layered with business relief efforts, COVID, and filing extensions? Listen as Carl Peterson, CPA, CGMA, the…
Transforming: Tales of Business EvolutionAdvancing diversity, equity, and inclusion in small firms
Do you want to promote Diversity, Equity, and Inclusion (DEI) efforts in your firm but don't know where to start? Listen as Crystal Cooke, Director of the…
Transforming: Tales of Business EvolutionWork on your firm now, retire well later
"Succession is easy. It's a byproduct of running your business well." Hear this and more practical information as the Succession Institute's Bill Reeb, CPA and…
Transforming: Tales of Business EvolutionListen to your clients, grow your firm to meet their needs
Does the thought of starting a new business line keep you up at night? Are you trying to grow your firm but don't know where to start? Hear how REDW's Steve…
Transforming: Tales of Business EvolutionStep out of your comfort zone, connect with the profession
Does the thought of speaking in public cause you stress? Do you want to get more involved in the profession but don't know where to start? Hear how Luke…
Transforming: Tales of Business EvolutionEstablish the next generation of diverse CPAs
Do you have difficulty finding, retaining, and developing ethnically diverse talent? The PCPS George Willie Ethnically Diverse Student Scholarship & Internship…
Transforming: Tales of Business EvolutionIn celebration of women's history month – supporting women's initiatives in ALL firms
Jacquelyn Tracy, CPA, CGMA Co-Founder of Mandel & Tracy, LLC is the Chair of the AICPA's Women's Initiatives Executive Committee (WIEC). Listen as she…
Transforming: Tales of Business EvolutionHow COVID has affected small firms
How did 2020 small firm net revenue compare to 2019? How are small firms adjusting their real estate footprint post-COVID? Are small firms planning to decrease…
Transforming: Tales of Business EvolutionMultiple Service Offerings from One Small Firm
David Peters, CPA, CFP is the Founder and Owner of Richmond, VA-based David Peters Financial Group. Hear how David and his firm's multiple service offerings…
Transforming: Tales of Business EvolutionGrowing a Practice in a Pandemic
Amanda Gessner, CPA, CFE is a Manager with North Dakota-based Schmitz-Holmstrom, CPA (S-H). Instead of just surviving the pandemic, Amanda and S-H are in…
Transforming: Tales of Business EvolutionEmbracing Value Pricing in a Small CPA Firm
When Victor Amaya, CPA and his Partner founded their practice, they embraced the value pricing model. Hear how they challenged the traditional CPA firm model…
Transforming: Tales of Business EvolutionManager moving up to Partner
Amy Swartzfager, CPA, MBA was hired as a Manager by Maloney, Reed, Scarpitti & Company, LLP (MRS) with the intention of training her as Partner. Hear how Amy…
Transforming: Tales of Business EvolutionTips for successfully hiring and onboarding virtually
Donny Shimamoto is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm that has successfully been hiring and…
Transforming: Tales of Business EvolutionWinning Strategies from a Women-Owned Law Firm
Nukk-Freeman & Cerra, P.C. is boutique, women-owned law firm with offices in New York, New Jersey and California. Suzanne Cerra, Esq., Co-Founder and Partner…
Transforming: Tales of Business EvolutionFrom Administrative Assistant to COO
Rita Keller worked her way up the ranks from Administrative Assistant to Chief Operating Officer. In the process, she was instrumental in growing the firm from…
Transforming: Tales of Business EvolutionThe evolution of remote work
Anita Dennis from Dennis Communications, LLC first began writing about virtual Public Accounting firms in 1997. She shares her thoughts on what firms were…
Transforming: Tales of Business EvolutionNavigating everyday business in extraordinary times
Adam Shay, CPA and Managing Partner and Richard Pasquantonio, CPA, CFF, CFE, CFDA and Director – Dispute Services of Adam Shay CPA, PLLC discuss operations…
Transforming: Tales of Business EvolutionNetworking in a remote environment
Lorraine Ellison is the owner of Simply Additions, a virtual accountancy firm in the UK. While the COVID-19 pandemic has elevated the need for Lorraine's…
Transforming: Tales of Business EvolutionCreating successful environment for working parents during COVID-19
With COVID-19 keeping school-aged kids at home, working parents are trying to navigate working and parenting in the same space. Award-winning Kaiser Consulting…
Transforming: Tales of Business EvolutionGrowing and developing staff without being in the office together
Firms of all size are struggling with how to develop and grow their staff in this remote environment. But small firms that may be used to having especially…
Transforming: Tales of Business EvolutionCreating an award-winning firm culture
Victor Ramsauer, CPA, President and CEO and Sue Watson, EVP and COO of LevitZacks Certified Public Accountants share their insights on being ranked the 2019…
Transforming: Tales of Business EvolutionIncreasing profession diversity one firm at a time
CPA firms of all sizes understand the business case for developing a diverse team. But many firms are challenged to find, retain and develop ethnically diverse…
Transforming: Tales of Business EvolutionTurning a passion for helping into a business
Andrew Jordan, CPA, is the seriously passionate about giving back. He shares how his start down the "typical CPA path" turned into owning his own firm that…
Transforming: Tales of Business EvolutionPivoting in a pandemic: Success stories from a CPA firm (part 2)
Lexy Kessler, CPA, CGMA is the Partner-In-Charge of Aronson LLC's Government Contract Services Group in Washington, DC. Lexy shares her firm's successes and…
Transforming: Tales of Business EvolutionPivoting in a pandemic: Success stories from a CPA firm (part 1)
Karen Stanley, CPA and Audit Partner with Langdon & Company, LLP in Garner, NC shares her firm's successes and surprises in their journey from a traditional…
Transforming: Tales of Business EvolutionPlanning for #CPAworlddomination
Liz Mason, CPA is a serial-entrepreneur. Her passion for accounting started when she was just seven years old and now has successfully launched four brands in…
Transforming: Tales of Business EvolutionThe secret to finding the perfect "work life blend"
Jeff Wilson II, CPA, PFS, CFE, CGMA, CDFA® started his career at a Big 4 firm and now has his own firm with seven people on staff. He talks about his path to…
Transforming: Tales of Business EvolutionOwning and managing three businesses
Christine DeAngelis, CPA is a working mom who owns three businesses. She talks about her journey from marketing student to CPA to CEO, and everything in…
Transforming: Tales of Business EvolutionManaging a virtual firm
Josh Lance, CPA, CGMA, shares his insights about running a completely virtual practice, covering everything from how he hires the right staff to where the mail…
Transforming: Tales of Business EvolutionMindfulness matters: Reimagine your approach to busy season (Part 6)
When you multitask, you might think you're getting more done. In reality, you spend more time on the jobs than you would if you focused on each separately and…
Transforming: Tales of Business EvolutionMindfulness matters: Reimagine your approach to busy season (Part 5)
What's happening inside you? Most of us are only aware of what's happening on the surface. Through meditation, you can better connect to your body and mind…
Transforming: Tales of Business EvolutionMindfulness matters: Reimagine your approach to busy season (Part 4)
Making time for self-care is crucial not only to your well-being, but also for how you interact with those around you. This meditation helps you find mental…
Transforming: Tales of Business EvolutionMindfulness matters: Reimagine your approach to busy season (Part 3)
Your internal wellness can affect the people around you, as well as how you feel about them. In this meditation, called a "loving kindness" meditation, you'll…
Transforming: Tales of Business EvolutionMindfulness matters: Reimagine your approach to busy season (Part 2)
Trying to do too much at once can sap your energy. If you're multitasking or not allowing yourself enough of a break between tasks, you could be robbing…
Transforming: Tales of Business EvolutionMindfulness matters: Reimagine your approach to busy season (Part 1)
Understand mindfulness and what it means in the context of a busy time at work. Reducing your stress, increasing your awareness without judgement and your…
Transforming: Tales of Business EvolutionStaying ahead of accounting standards changes
Matthew Wilson, CPA, CGMA and Maya Ivanova, CPA, CGMA of Wilson Ivanova CPAs share advice on how to stay up-to-speed on accounting standards changes that are…
Transforming: Tales of Business EvolutionGetting started with value pricing (Part 3)
British management accountant, Barry Dovey, FCMA, CGMA, shares how offering a menu of services can help firms reduce hours and add value for their clients.
Transforming: Tales of Business EvolutionWhat keeps small firm practitioners up at night?
Carl Peterson, CPA, CGMA, of the AICPA and Matt Towers of CPA.com discuss the results of the 2019 PCPS CPA Firm Top Issues Survey. Key concerns for small firms…