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
May 20, 2020 • 25min
The 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 becoming a firm owner, the struggles he overcame and the advice he'd give to himself if he were starting over. Learn more about Jeff's firm at wiicpas.com.
May 6, 2020 • 36min
Owning 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 between. Christine's businesses: epiphanygroupinc.com cultivateconsulting.co bamboowellness.isagenix.com
Apr 22, 2020 • 27min
Managing 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 gets delivered. Learn more about Josh's firm at lancecpa.com. Additional resources: PCPS "Remote team building and culture" toolkit at AICPA.org/PCPS "It Doesn't Have to Be Crazy at Work" by Jason Fried & David Heinemeier Hansson "Remote: Office Not Required" by Jason & David Heinemeier Hansson
Apr 6, 2020 • 14min
Mindfulness 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 completely. Getting in the present and ignoring distractions will help you focus on what you need to do. Working on one activity at a time will make you more productive. This meditation will show you how.
Mar 18, 2020 • 11min
Mindfulness 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. The understanding that results from this exploration can inform the experience you create for others, making you more receptive, calm and accepting. Your work and your personal life will both benefit.
Mar 4, 2020 • 14min
Mindfulness 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 peace, bringing you greater focus in your day.
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.
