45 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

    • Management
    • 4.6 • 7 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.

    Step out of your comfort zone, connect with the profession

    Step out of your comfort zone, connect with the profession

    Does the thought of public speaking cause you stress?  Do you want to get more involved in the profession but don’t know where to start? Hear how Luke Selvig, CPA and Manager with Boyum Barenscheer went from a reluctant, after work networker to committee chair and speaking in front of hundreds of people.

    Note: If your podcast app does not hyperlink to resources, visit aicpasmallfirm.libsyn.com to access show notes with direct links.

    • 28 min
    Establish the next generation of diverse CPAs

    Establish the next generation of diverse CPAs

    Do you have difficulty finding, retaining, and developing ethnically diverse talent? The PCPS George Willie Ethnically Diverse Student Scholarship & Internship connects PCPS member firms with ethnically diverse accounting students. Tairu Jozaitus, Intern and Michael Jamison, CPA,  President -  OnTarget CPA, are current participants. Hear their experiences and how diversity initiatives are being advanced through this scholarship program.

    • 15 min
    In celebration of women’s history month – supporting women’s initiatives in ALL firms

    In celebration of women’s history month – supporting women’s initiatives in ALL firms

    Jacquelin 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 starting women’s initiatives and the positive impact they make for a firm.

    Resources mentioned include:
    - www.aicpa.org/womenlead
    - www.aicpa.org/pcps

    • 22 min
    How COVID has affected small firms

    How COVID has affected small firms

    How did 2020 small firm net revenue compare to 2019? How are small firms adjusting their real estate footprint post-COVID? 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. 

    To learn more about PCPS, sign up for a free web tour at www.aicpa.org/smallfirms. Contact Carl directly at carl.peterson@aicpa-cima.com or at 651.341.6377. 

    • 29 min
    Multiple Service Offerings from One Small Firm

    Multiple Service Offerings from One Small Firm

    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.

    • 32 min
    Growing a Practice in a Pandemic

    Growing a Practice in a Pandemic

    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.

    • 24 min

Customer Reviews

4.6 out of 5
7 Ratings

7 Ratings

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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