Transforming: Tales of Business Evolution

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

Andrew Jordan, CPA, is the seriously passionate about giving back. He shares how his start down the “typical CPA path” turned into owning his own firm that puts clients at the forefront of everything they do. Learn more about Jordan CPA Services at www.jordancpaservices.com Additional resources: PERMA is available at com/perma-model/ AICPA COVID-19 Resource Center is available at AICPA.org/COVID19

Lexy Kessler, CPA, CGMA is the Partner-In-Charge of Aronson LLC’s Government Contract Services Group in Washington, DC. Lexy shares her firm’s successes and surprises in their journey to working remotely during the COVID-19 pandemic. Learn more about Aronson LLC at www.aronsonllc.com. Learn more about Lexy at https://www.linkedin.com/in/lexykessler.

Karen Stanley, CPA and Audit Partner with Langdon & Company, LLP in Garner, NC shares her firm’s successes and surprises in their journey from a traditional, local CPA firm to working remotely during the COVID-19 pandemic. Learn more about Langdon & Company, LLP at www.langdoncpa.com.

Liz Mason, CPA is a serial-entrepreneur. Her passion for accounting started when she was just seven years old and now has successfully launched four brands in the accounting, tax, and HR space. She shares the story of what got her here and what’s next for her plan of #CPAworlddomination. Learn more about High Rock Accounting at highrock.co. Information about High Rock’s Nucleus program is available at nucleus.highrock.co.

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.

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

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