71 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.

    CFOs and CPA firms: Common staff development challenges

    CFOs and CPA firms: Common staff development challenges

    CPA firms and the clients they serve often view the world through a different lens. Tom Hood, the AICPA’s executive vice president of business engagement and growth, recently had the rare opportunity to engage both groups. In this episode of the Small Firm Philosophy podcast, Hood explores the common challenges – and shared solutions -- that CFOs and CPA face.
    Resources mentioned in this episode:
    Top Issues Survey Business Learning Institute ENGAGE 2023 CAS 2.0 AICPA Town Hall To learn more about Tom, follow him on LinkedIn or Twitter.

    This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email pcps@aicpa.org and schedule a free webtour.

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

    • 22 min
    Survey says firms face many top issues

    Survey says firms face many top issues

    The AICPA’s Private Companies Practice Section has been asking accounting firms to rank their top issues since 1997. But never has there been a list of concerns quite like the one produced by the 2022 CPA Firm Top Issues Survey. Listen in as two AICPA executives, Carl Peterson, CPA, CGMA, vice president of small firm interests, and Lisa Simpson, CPA, CGMA, VP of firm issues, offer their insights on the top takeaways from the 2022 Top Issues Survey. 
    Resources mentioned in this episode:
    Resources mentioned
    AICPA Town Hall Succession planning center CPA cybersecurity checklist Hybrid work best practices This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, visit aicpa.org/pcps or email pcps@aicpa.org for a free web tour.

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

    • 19 min
    The secrets of selling your small firm

    The secrets of selling your small firm

    Loretta Tubiello-Harr, founder of Tubiello-Harr & Associates, LLC, was approaching retirement and set out to create an exit plan. What did it take for her to get her practice attractive to buyers, vet those potential sales, and finally execute a successful sale? Find out in this episode of the Small Firm Philosophy podcast from the AICPA’s Private Companies’ Practice Section (PCPS).
    Succession Planning Survey Succession Planning Guide & Tools To learn more about Herbein + Company, Inc., please visit their website at herbein.com.

    This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email pcps@aicpa.org and schedule a free webtour.

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

    • 41 min
    Volunteer for personal and professional growth

    Volunteer for personal and professional growth

    Dedicated volunteers play an essential role in helping the AICPA provide a more robust member experience. How can you get involved and what can you gain from the experience? Find out in this episode of the Small Firm Philosophy podcast as Erin Roche, CPA, CGMA, team leader with Elliott CPA Group, shares the personal and professional development opportunities she’s experienced through volunteering.
    PCPS resources mentioned in this episode:
    AICPA Volunteer Central PCPS CPA Firm Competency Model To learn more about Erin and Elliott CPA Group, please visit elliott.cpa.

    This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email pcps@aicpa.org and schedule a free webtour.

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

    • 27 min
    Ransomware attack: One small firm’s worst nightmare

    Ransomware attack: One small firm’s worst nightmare

    Patrice Mills, CPA, was sunning herself on a Florida beach when she received an alarming phone call. All of her client files had been seized in a ransomware attack, and cybercriminals were demanding payment to release them. Listen in as Mills recounts this experience and shares best practices for keeping your firm’s data safe.
    PCPS resources mentioned in this episode:
    PCPS CPA cybersecurity checklist To learn more about Patrice, please visit https://www.millscpa.com.

    This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email pcps@aicpa.org and schedule a free webtour.

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

    • 19 min
    CPAs: Not boring to cybercriminals

    CPAs: Not boring to cybercriminals

    Phishing schemes, ransomware attacks, and data breaches are on the rise. CPA firms and their client’s data are prime targets. Listen in as Roman Kepczyk, director of Firm Technology Strategy with Right Networks and author of Digitally Speaking, a PCPS exclusive publication, shares how you can protect your firm’s data from cybercriminals.
    Resources mentioned in this episode:
    CPA cybersecurity checklist Digitally Speaking To learn more about Roman, please visit https://www.rightnetworks.com.

    This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email pcps@aicpa.org and schedule a free webtour.

    • 31 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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