Transforming: Tales of Business Evolution

Donny Shimamoto is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm that has successfully been hiring and onboarding staff virtually for years now. Hear what Donny’s implemented at his firm and what tips he has for firms new to virtual hiring and onboarding. About IntrapriseTechKnowlogies, LLC: IntrapriseTechKnowlogies, LLC AICPA Resources: AICPA Small Firms Small Firm Update – December 3, 2020 Mentioned in this episode: Motivosity.com

Nukk-Freeman & Cerra, P.C. is boutique, women-owned law firm with offices in New York, New Jersey and California. Suzanne Cerra, Esq., Co-Founder and Partner and Robin Rome, Esq., Partner, share their insights into creating an award-winning culture and growing a successful practice. About Nukk-Freeman & Cerra, P.C.: Nukk-Freeman & Cerra, P.C. https://www.linkedin.com/company/nukk-freeman-&-cerra/ AICPA Resources: Small Firm Update – December 3, 2020 AICPA Outstanding Young CPA Award Walkthrough of the PPP Forgiveness Calculator Ransomware 2.0 – What to expect next

Rita Keller worked her way up the ranks from Administrative Assistant to Chief Operating Officer. In the process, she was instrumental in growing the firm from nine staff members to more than 150 and was named one of the Top 100 Most Influential People in Accounting and The Most Powerful Women in Accounting by Accounting Today. Listen to her story and gain valuable insight in navigating your career and growing a practice. About Rita: Keller Advisors, LLC https://twitter.com/cpamanagement linkedin.com/in/cpamanagement/   Mentioned in this episode: Small Firm Update CAS Benchmark Survey Web tour sign up

Anita Dennis from Dennis Communications, LLC first began writing about virtual Public Accounting firms in 1997. She shares her thoughts on what firms were doing in the late 90s and the parallels to today. Mentioned in this episode: Distributed by Design – A New Way of Working PCPS George Willie Ethnically Diverse Student Scholarship & Internship PPP Loan Forgiveness Calculator AICPA Town Hall Series Web tour sign up Connect with the guest: Dennis Communications, LLC Anita on Twitter Anita on LinkedIn

Adam Shay, CPA and Managing Partner and Richard Pasquantonio, CPA, CFF, CFE, CFDA and Director – Dispute Services of Adam Shay CPA, PLLC discuss operations, business development, and hiring in the extraordinary times. Mentioned in this episode: AICPA Town Hall Series Adam Shay CPA, PLLC https://twitter.com/adamshay  https://www.linkedin.com/in/theadamshay https://www.linkedin.com/in/richardpasquantonio/

Lorraine Ellison is the owner of Simply Additions, a virtual accountancy firm in the UK. While the COVID-19 pandemic has elevated the need for Lorraine’s expertise and guidance within her existing client base, she’s also discovering ways to find and assist prospective clients. Hear how she has successfully continued networking in the required remote environment. Mentioned in this episode: http://simply-additions.com/

With COVID-19 keeping school-aged kids at home, working parents are trying to navigate working and parenting in the same space. Award-winning Kaiser Consulting has implemented a handful of initiatives to help their parents on staff with these issues. Lori Kaiser, CEO and Founder of the firm, shares what has worked with their staff. Mentioned in this episode: Kaiser Consulting.com AICPA Small Firm resources

Firms of all size are struggling with how to develop and grow their staff in this remote environment. But small firms that may be used to having especially close-knit offices have been particularly impacted. Erin Roche, Team Lead at Elliott CPA Group, Inc. shares what her firm is doing to address this issue and offers advice for small firms who are struggling in this area. Mentioned in this episode: PCPS Performance Management toolkit Elliott CPA Group, Inc.

Victor Ramsauer, CPA, President and CEO and Sue Watson, EVP and COO of LevitZacks Certified Public Accountants share their insights on being ranked the 2019 Best Small Firm to Work For in the United States by Accounting Today. Mentioned in this episode: LevitZacks Certified Public Accountants AICPA Leadership Academy

CPA firms of all sizes understand the business case for developing a diverse team. But many firms are challenged to find, retain and develop ethnically diverse talent. Learn how PCPS partnered with five firms, including Kreischer Miller and Cover & Rossiter, to connect them with promising accounting majors of ethnically diverse backgrounds and hear how your firm can apply for the program. Learn more about the PCPS George Willie Ethnically Diverse Student Scholarship & Internship Program at http://www.aicpa.org/PCPSscholarship