60 episodes

The AICPA's Small Firm Philosophy shares big ideas about small firms. You'll hear from leaders of small accounting firms about their philosophies on running a successful practice in today's rapidly changing environment.

Small Firm Philosophy AICPA

    • Business
    • 4.6 • 11 Ratings

The AICPA's Small Firm Philosophy shares big ideas about small firms. You'll hear from leaders of small accounting firms about their philosophies on running a successful practice in today's rapidly changing environment.

    A sole proprietor’s journey to building a better practice

    A sole proprietor’s journey to building a better practice

    Creating a successful practice requires focus, discipline, and time. Listen as Jack A. Heil, CPA shares lessons learned while journeying from the Big 8 to a sole practitioner that loves what he does.   

    To learn more about Jack, visit jackaheilcpa.com.

    This episode is brought to you by the AICPA’s PCPS, the home of small firms. To learn more about PCPS, email pcps@aicpa.org to schedule a free web tour.

    Note: If your podcast app does not support hyperlinks, visit https://aicpasmallfirm.libsyn.co

    • 22 min
    Proposed changes to Peer Review standards and the small firm impact

    Proposed changes to Peer Review standards and the small firm impact

    The AICPA’s Peer Review Board (PRB) is responsible for developing and issuing Standards for Performing and Reporting on Peer Reviews (standards). Listen as PRB Board Member Dawn Brenner, CPA breaks down the exposure draft proposing changes to the standards and discusses the potential implications for small firms.

    Learn more about Dawn by visiting Grant Bennett Associates’ website at gbacpa.com.

    Learn more about PCPS at us.aicpa.org/pcps.

    Note: Access show notes at https://aicpasmallfirm.libsyn.

    • 13 min
    Top tax issues impacting small firms

    Top tax issues impacting small firms

    The Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey identified tax-related challenges affecting small firms. Listen as April Walker, CPA, CGMA Lead Manager, Tax Section and host of the Tax Odyssey podcast discusses these tax issues and what you can do to address these challenges.

    This episode is brought to you by the AICPA’s PCPS. To learn more about PCPS, contact us at pcps@aicpa.org.

    Note: If your podcast app does not support hyperlinks, visit https://aicpasmallfirm.libsyn.com

    • 17 min
    Small firms face familiar challenges in unprecedented times

    Small firms face familiar challenges in unprecedented times

    Small firms face familiar challenges in unprecedented times

    What’s keeping you up at night as a firm owner? Listen to this clip from the AICPA’s September 2nd Town Hall series as the AICPA’s Lisa Simpson, VP of Firm Services and Carl Peterson, VP of Small Firms discuss the results from the 2021 CPA Firm Top Issues Survey.

    This episode is brought to you by the PCPS. To learn more, visit aicpa.org/pcps.

    If your podcast app does not link to resources, visit https://aicpasmallfirm.libsyn.com.

    • 15 min
    Technology: Oxygen for your small firm

    Technology: Oxygen for your small firm

    “Technology: it’s just oxygen. It’s the tools that are available to us and some of us breathe it better than others.” Listen as Byron Patrick, CPA and Manager with Botkeeper shares his take on technology in public accounting and what you can do as a small firm to stay in the know.

    Visit https://aicpasmallfirm.libsyn.com for show notes with direct links.

    This episode is brought to you by the Private Companies Practice Section. Learn more at aicpa.org/pcps or email pcps@aicpa.org for a web tour.

    • 28 min
    Engage your staff and increase accountability in your small firm

    Engage your staff and increase accountability in your small firm

    “The average person spends about two hours per day in drama”. Listen as Reality-Based Leadership’s Alex Dorr joins Lisa Simpson, the AICPA’s VP of Firm Services and Eric Asgeirsson, CPA.com’s CEO, to discuss workplace drama and how to create an engaged and accountable firm culture.

    To learn more about Alex, visit realitybasedleadership.com.

    To learn more about PCPS, visit aicpa.org/pcps.

    Visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.

    • 20 min

Customer Reviews

4.6 out of 5
11 Ratings

11 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!

Arlie K ,

Big thinking for small firms

Easily one of the most genuine and value-packed podcasts for accountants of any stage. Brad and his guests offer perceptive conversations peppered with priceless knowledge. 🙏

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