Transforming: Tales of Business Evolution

Julie Killian, CPA, CGMA of Clayton McKervey talks with Bob Durak, CPA, CGMA, of the AICPA about her firm’s experience transitioning clients to using the Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs). Learn more at AICPA.org/frf-smes

Dominique Molina, CPA, talks with Carl Peterson, CPA, CGMA, of the AICPA about how shifting to a value pricing model helped her tax firm increase the value of its services, reduce hours and strengthen its bottom line.

Ever wonder how your firm measures up? Curious about average fees in your area or around the country? Maybe you’d like to learn what average compensation looks like? Carl Peterson, CPA, CGMA, Vice President of Small Firm Interests and Joel Olbricht, CPA, CGMA, Chair of the PCPS Executive Committee discuss the AICPA National MAP survey, and how its information can help you answer these and many other questions.   Learn more about the Map Survey at AICPA.org/mapsurvey.

Carl Mayes, CPA, talks with Lindsay Patterson, both of the AICPA, about the role of risk assessment in audit quality. They share advice for small firms and point out helpful resources.

A small, Midwestern firm is implementing some forward-thinking strategies to stay ahead of the curve. Amber Goering, CPA, CGMA, of Goering and Granatino in Overland Park, Kansas, talks with Carl Peterson, CPA, CGMA, of the AICPA, about her firm's recent growth and plans for the future. 

Dov Zaidman, CPA/CITP, CGMA, Managing Partner of ZBS Group in Plainview, New York, talks with Carl Peterson, CPA, CGMA, of the AICPA, about how his firm has successfully merged and acquired sole practitioners nearing retirement. Dov shares insight on leading a growing practice and integrating offices in two locations.

How did Chris Farmand, CPA, CITP, become the CPA of choice to so many craft breweries across the country? Lindsey Curley of the AICPA talks to Chris, CEO of Small Batch Standard and Managing Shareholder of Chris Farmand + Company in Jacksonville, Florida, about how he built up his CPA practice among such a niche industry.  

Johanna Sweaney Salt, CPA, CGMA, partner at Gray, Salt & Associates LLP in Claremont, Calif., talks with Lisa Simpson, CPA, CGMA, of the AICPA about how supporting a strong firm culture is one of the keys to a successful practice. Johanna believes it's important to listen to and trust not only your partners, but your staff, too. Empowering your associates to offer and initiate innovative ideas can be very rewarding. Johanna's small firm also taps into the many local colleges to seek seasonal help for busy season. Listen to these topics and more.

Gabby Luoma, CPA, owner of GMLCPA in Tucson, Ariz., talks with Heather O'Connor of the AICPA about her philosophy on building a strong culture for her virtual firm.

The AICPA's Small Firm Philosophy shares big ideas about small firms. You'll hear from leaders of small accounting firms about their philosophies on running a successful practice in today's rapidly changing environment.