35 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
    • 4.4 • 5 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.

    From Administrative Assistant to COO

    From Administrative Assistant to COO

    Rita Keller worked her way up the ranks from Administrative Assistant to Chief Operating Officer. In the process, she was instrumental in growing the firm from nine staff members to more than 150 and was named one of the Top 100 Most Influential People in Accounting and The Most Powerful Women in Accounting by Accounting Today. Listen to her story and gain valuable insight in navigating your career and growing a practice.
    About Rita:
    Keller Advisors, LLC https://twitter.com/cpamanagement linkedin.com/in/cpamanagement/  
    Mentioned in this episode:
    Small Firm Update CAS Benchmark Survey Web tour sign up

    • 32 min
    The evolution of remote work

    The evolution of remote work

    Anita Dennis from Dennis Communications, LLC first began writing about virtual Public Accounting firms in 1997. She shares her thoughts on what firms were doing in the late 90s and the parallels to today.
    Mentioned in this episode:
    Distributed by Design – A New Way of Working PCPS George Willie Ethnically Diverse Student Scholarship & Internship PPP Loan Forgiveness Calculator AICPA Town Hall Series Web tour sign up Connect with the guest:
    Dennis Communications, LLC Anita on Twitter Anita on LinkedIn

    • 23 min
    Navigating everyday business in extraordinary times

    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/

    • 29 min
    Networking in a remote environment

    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/

    • 23 min
    Creating successful environment for working parents during COVID-19

    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

    • 11 min
    Growing and developing staff without being in the office together

    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.

    • 15 min

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4.4 out of 5
5 Ratings

5 Ratings

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