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
Sep 30, 2020 • 30min
Navigating everyday business in extraordinary times
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/
Sep 16, 2020 • 24min
Networking in a remote environment
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/
Sep 2, 2020 • 12min
Creating successful environment for working parents during COVID-19
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
Aug 26, 2020 • 16min
Growing and developing staff without being in the office together
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.
Aug 12, 2020 • 25min
Creating an award-winning firm culture
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
Jul 29, 2020 • 18min
Increasing profession diversity one firm at a time
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
Jul 1, 2020 • 18min
Turning a passion for helping into a business
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
Jun 19, 2020 • 20min
Pivoting in a pandemic: Success stories from a CPA firm (part 2)
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.
Jun 17, 2020 • 22min
Pivoting in a pandemic: Success stories from a CPA firm (part 1)
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.
Jun 3, 2020 • 30min
Planning for #CPAworlddomination
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.
