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
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.
Apr 23, 2019 • 19min
Tips on proper audit risk assessment
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.
Jan 7, 2019 • 18min
How a small firm in Kansas is staying ahead
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.
Nov 19, 2018 • 19min
Growing a small firm through mergers and acquisitions
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.
Oct 16, 2018 • 18min
Brewing up business in a niche industry
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.
