Transforming: Tales of Business Evolution

Jacquelyn Tracy, CPA, CGMA Co-Founder of Mandel & Tracy, LLC is the Chair of the AICPA's Women's Initiatives Executive Committee (WIEC). Listen as she discusses available resources and toolkits for supporting women's initiatives and the positive impact they have on a firm. Resources mentioned in the show: Supporting You in Women's Initiatives Start A Women's Initiative Program Connect with Women in the Profession CPA Firm Sponsorship Success Toolkit Women's Global Leadership Summit Women's Initiatives Executive Committee To learn more about PCPS, check out the membership information or sign up for a free web tour.

How did 2020 small firm net revenue compare to 2019? How are small firms adjusting their real estate footprint post-COVID? Are small firms planning to decrease or increase hiring in 2021? Hear the answers to these questions and others as Carl Peterson, CPA, CGMA, the AICPA's Vice President of Small Firms, provides the results to the January 2021 AICPA pulse survey. PCPS resources mentioned in this episode: Office Reopening Resources Client Disengagement Letter Succession Planning Resource Center Small Firm Update Webcasts Small Firm Solutions Newsletter To learn more about PCPS, check out the membership information or sign up for a free web tour. To learn more about Carl, read his bio or contact him directly by email at carl.peterson@aicpa-cima.com or at 651.341.6377.

David Peters, CPA, CFP is the Founder and Owner of Richmond, VA-based David Peters Financial Group. Hear how David and his firm's multiple service offerings has developed closer and more meaningful client relationships. PCPS resources mentioned in this episode: From Administrative Assistant to COO Manager Moving up to Partner To learn more about PCPS, sign up for a free web tour. To learn more about David, please visit David Peters Financial Group.

Amanda Gessner, CPA, CFE is a Manager with North Dakota-based Schmitz-Holmstrom, CPA (S-H). Instead of just surviving the pandemic, Amanda and S-H are in growth mode. Hear how S-H is growing their practice, both organically AND through an acquisition, during a global pandemic. To learn more about firm mergers, valuation, and more, please visit the PCPS Succession Planning Guide & Tools section. To learn more about PCPS and the customizable tools and resources we develop for firms, sign up for a free web tour! Schmitz-Holmstrom, CPA Amanda Gessner, CPA, CFE

When Victor Amaya, CPA and his Partner founded their practice, they embraced the value pricing model. Hear how they challenged the traditional CPA firm model and built a practice based on transparency and open client communication.

Amy Swartzfager, CPA, MBA was hired as a Manager by Maloney, Reed, Scarpitti & Company, LLP (MRS) with the intention of training her as Partner. Hear how Amy navigates her career path and MRS follows their succession plan. About Maloney, Reed, Scarpitti and Co. Maloney, Reed, Scarpitti and Co.

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