Transforming: Tales of Business Evolution
AICPA & CIMA
The Small Firms Philosophy podcast has become “Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing 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. "Transforming" started in November 2024 with 4 bonus episodes.
Brought to you by AICPA & CIMA’s Private Companies Practices Section (PCPS).
Brought to you by AICPA & CIMA’s Private Companies Practices Section (PCPS).
Episodes
Mentioned books
Feb 19, 2020 • 15min
Mindfulness 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 get better centered and able to show up for your day with the energy you want.
Feb 6, 2020 • 16min
Mindfulness 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 yourself of much-needed focus. This meditation helps you regain focus and improve your productivity.
Jan 22, 2020 • 17min
Mindfulness 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 presence in the moment are the goals of this guided meditation. The result? You can enjoy a productive day while also being aware of and mastering your emotions.
Jan 17, 2020 • 22min
Staying 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 effective or will soon be effective.
Oct 8, 2019 • 22min
Getting 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.
Sep 24, 2019 • 10min
What 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 include finding qualified staff, keeping up with tax law changes and managing privacy and security risks.
Aug 23, 2019 • 24min
Getting started with value pricing (Part 2)
Bernie Ackerman, CPA/PFS, CGMA, and his son, Jason Ackerman, CPA, CGMA, talk about how they’ve abandoned the timesheet and successfully implemented value pricing in their firm.
Jul 30, 2019 • 24min
A solution to complex accounting standards: FRF for SMEs
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
Jul 10, 2019 • 20min
Getting started with value pricing (Part 1)
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.
Jun 26, 2019 • 14min
The AICPA MAP Survey
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.
