An unorthodox path to CPA success

Nicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses, and has zero work experience in a public accounting firm. She has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter.

How has Davis done all of this, launching the firm Butler-Davis Tax & Accounting and two other businesses? And what has she learned along the way? She shares her story in this episode, a collaboration with the Small Firm Philosophy podcast, which is produced by the AICPA's Private Companies Practice Section.

What you’ll learn from this episode:

• Why Davis changed her firm's business model after the first year.
• How she uses video to communicate with clients and staff.
• How she shifted her firm away from taxes to accounting, bookkeeping, and advisory services.
• How price increases helped her firm right-size its client base.
• How she uses social media to connect with peers and land clients.