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AICPA & CIMA
Small Firm PhilosophyClaimedEpisodes
AICPA & CIMA
Small Firm Philosophy
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Episodes of Small Firm Philosophy
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Accounting firms planning for future success may want to rethink their approach to new opportunities. In this episode of the Small Firm Philosophy podcast, Elizabeth Hale, founder and CEO of eeCPA, shares with PCPS manager Erin Hartman how her
This episode of the Small Firm Philosophy podcast features Steve McDonald, CPA, managing partner at Abdo, sharing tips about how he integrated cutting edge data and government consulting services with new technologies to revolutionize his fir
This episode of the Small Firm Philosophy podcast unveils a pair of powerful toolkits designed to help accounting firms reshape and optimize their business. PCPS manager Erin Hartman, CPA, and Carrie Steffen, the president of growth consulting
From engaging high schoolers to partnering with community influencers, discover how Grossman Yanak & Ford cultivates future accountants. This episode of the Small Firm Philosophy podcast features a discussion with GYF's Colleen Febbraro about
This episode of the Small Firm Philosophy podcast features an interview with David Wurtzbacher and Erin Stahmer of Ascend, a platform firm that is employing unique strategies in its business model. Join us to discuss people strategy, offshoring
This episode of the Small Firm Philosophy podcast features an interview with Dennis Sherrin, CPA, CGMA, chief value officer and strategic consultant at Avizo Group, Inc., an Alabama-based CPA firm with 35 team members in the United States and I
This episode of the Small Firm Philosophy podcast features an interview with Chet Buchman, CPA, CGMA, managing partner of Kansas-based accounting firm Swindoll, Janzen, Hawk and Loyd, LLC (SJHL). In this discussion, Buchman describes his firm’s
This episode of the Small Firm Philosophy podcast features an interview with Carl Peterson, CPA, AICPA & CIMA’s vice president of small firm interests. Peterson addresses the new beneficial ownership information (BOI) reporting requirements an
This episode of the Small Firm Philosophy podcast features an interview with Sandy Johns, owner of Revolution Financial, a small accounting firm based in the Atlanta area. Johns discusses how she culled her firm's client roster to a manageable
Nicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses and has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter. She also never worked
There’s been a buzz around artificial intelligence for years, but nothing like the swarm of interest generated by ChatGPT. Microsoft-backed research laboratory OpenAI launched ChatGPT in November 2022. By January, the large language generativ
Johanna Sweaney Salt, CPA, CGMA, used to work 100 hours a week during busy season. As the founder and managing partner of Gray, Salt & Associates, LLP, she believed it was her responsibility to put in the time needed to make her small firm a su
A firm in a box. A franchise on steroids. The Uber (or Lyft) of CPA firms. To say that the business model of Dark Horse CPAs is difficult to describe is an understatement of the highest order. So exactly does Dark Horse do? What makes it unique
Roman Kepczyk, CPA.CITP, CGMA, director of firm technology strategy for Right Networks and author of the AICPA & CIMA’s CPA cybersecurity checklist, joins the Small Firm Philosophy podcast to discuss current cyberthreats and what CPA firms sho
Incentivize the behaviors you want. That was the theory behind GRF CPAs & Advisors’ decision to change its partner compensation model several years ago. Firm leaders knew that if they wanted their partners to operate as a cohesive team, they ne
Chat bots that can write Excel macros. The internet’s first evolutionary leap since the 1990’s. And whatever happened to blockchain? Those are just a few of the topics covered by three top accounting technology experts during a special edition
Many small accounting firms may not have heard much about digital assets beyond bitcoin and the FTX bankruptcy, but accountants have two big reasons to learn more about the topic. First, the acceptance of digital assets as payment has steadily
Orumé Hays, CPA, CGMA, didn’t exactly follow a traditional path to owning an accounting practice. From Africa to the Big Apple, she blazed a trail all her own. Raised in Nigeria, Hays moved to Miami with a college degree in sociology and ant
The CPA’s guide to technology (and tech gifts) There are few, if any, people in the accounting space who know more about technology than Inspector Gadget. No, not the cartoon character with the go-go arms from the 1980s. The man wearing the tre
It's the holidays, that special time of the year when children wish for their dream gift and CPAs pray that the looming busy season won't be another nightmare. Rabecca Eunis, CPA, knows the feeling. As a new accountant working for her father’s
Ghosts, goblins and ghouls aren't the only scary things to watch out for this Halloween season. Hackers and criminal organizations are up to their old tricks -- and some new ones -- in their tireless efforts to breach your cyberdefenses and tre
Launching an advisory firm after 20 years in public accounting requires courage, confidence and commitment. It also helps to get some business coaching and to focus on changing customer needs. Those are some of the lessons Zack Ryan, CPA, share
Terrence Putney, CPA, managing director with Whitman Transition Advisors, is among the top advisers on accounting firm mergers nationwide. Over his 44-year career, Putney has been involved with hundreds of accounting firm M&A deals and also co-
The Private Companies Practice Section’s National Management of an Accounting Practice (MAP) Survey gathers key metrics from thousands of U.S. firms of all sizes. In this episode of the Small Firm Philosophy podcast, Steven Bankler, CPA, shares
Robotic Process Automation, or RPA, has been a buzzword in the accounting profession for several years. Despite that, many practitioners don’t have a great grasp of what RPA is and what it can do for accountants. Wesley Hartman has spent much o
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