96 episodes

The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.

Small Firm Philosophy AICPA & CIMA

    • Business
    • 4.6 • 10 Ratings

The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.

    A Hale and hearty approach to business model transformation

    A Hale and hearty approach to business model transformation

    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 firm is revolutionizing the traditional CPA model by putting people first and driving client success.
    SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). This episode is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA.
    For more on the series, check out the Transforming Your Business Model landing page. 

    • 36 min
    SFP 94: How a data-driven approach powered this firm's transformation

    SFP 94: How a data-driven approach powered this firm's transformation

    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 firm's client services. 
    SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). Lisa Simpson, CPA, CGMA, vice president of Firm Services for AICPA & CIMA, conducted the interview, which is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA. 
    For more on the series, check out the Transforming Your Business Model landing page. 

    • 48 min
    New PCPS toolkits tackle revenue modeling and culling clients

    New PCPS toolkits tackle revenue modeling and culling clients

    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 firm The Whetstone Group, introduce the Revenue Modeling and the Right Sizing Your Client Base toolkits, which are exclusive to PCPS members: 
    SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). This episode is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA.
    For more on the series, check out the Transforming Your Business Model landing page. 

    • 44 min
    Sowing the seeds for future CPAs

    Sowing the seeds for future CPAs

    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 the firm's freshman forum program, the importance of promoting the accounting profession, changing stereotypes, and more.
    SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). PCPS manager Erin Hartman, CPA, conducted the interview, which is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA. 
    For more on the series, check out the Transforming Your Business Model landing page. 

    • 1 hr 4 min
    SFP #91: Ascend to a new business model

    SFP #91: Ascend to a new business model

    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 tips, and how to own the value of firm services.
    SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). PCPS manager Erin Hartman, CPA, conducted the interview, which is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA. 
    For more on the series, check out the Transforming Your Business Model landing page. 

    • 51 min
    How a CPA firm got lean and ‘drastically reduced’ overtime

    How a CPA firm got lean and ‘drastically reduced’ overtime

    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 India.
    Sherrin discusses how Avizo implemented Lean Six Sigma (LSS) to streamline the firm’s tax practice and slash overtime hours, even during tax season.
    “Have we eliminated overtime hours? Absolutely not,” said Sherrin. “But have we drastically reduced overtime during our busiest seasons and eliminated it outside of those seasons? We absolutely have.”
    SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). PCPS manager Erin Hartman, CPA, conducted the interview, which is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA. 
    For more on the series, check out the Transforming Your Business Model landing page. To learn more about Sherrin and his firm, go to the Avizo Group website. For more on Avizo’s Project 40 initiative to reduce overtime, read the AICPA & CIMA Insights article “How this firm made 40 the new standard for the 70+ hour week."

    • 59 min

Customer Reviews

4.6 out of 5
10 Ratings

10 Ratings

GeraldineDcarter ,

Real world practical advice

This is a super easy podcast to listen to - it's down to earth and packed with advice from real CPAs with real experiences to learn from. Keep up the great work Brad!

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