Transforming: Tales of Business Evolution
The Small Firms Philosophy podcast has become “Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspiring you to explore new ways to evolve your own organization. "Transforming" started in November 2024 with 4 bonus episodes. Brought to you by AICPA & CIMA’s Private Companies Practices Section (PCPS).
Episodes
Rebecca Driscoll, CPA, Co-founder of The Collaboration Room, walks through her unconventional journey into public accounting, highlighting her transition from working at a large firm to establishing her own CAS and Tax practice. Rebecca elaborates on the significant life changes that motivated her to pursue a different career trajectory.
Emphasized in this episode is the significance of internal CAS practices and the key role coac...
In the final episode of the four-part governance podcast series, Erin Hartman, CPA, Senior Manager – Firm Services of the AICPA & CIMA joins Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, to wrap up and share insights and lessons learned from the series. They reflect on the evolving mindset around governance and how it is relevant to firms of all sizes...
In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Principal of LattaHarris, LLP, and Mark Kovaleski, Managing Partner of MMB+CO, where they explore how evolving governance structures are reshaping partnership agreements within firms.
The conversation also provides insights into the challeng...
In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Eric Majchrzak, CEO/Principal for BeachFleischman, to dive into a pivotal shift in the accounting profession—the rise of non-CPA professionals stepping into leadership roles in public accounting firms.
Learn more about how firms are embracing non-CPA leadership to drive...
In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chris Sullivan, CPA, Managing Partner of VSH CPAs, and Amber Goering, CPA, Owner of Goering & Granatino (GG Advisors) to discuss the implementation of the Entrepreneurial Operating System (EOS) in their respective firms. Chris and Amber share their experiences and chall...
Content Note: This episode includes discussions about mental health, including depression, anxiety, and suicide. Please take care while listening.
In this powerful episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares his personal story of navigating mental health challenges and how that experience shaped his leadership approach and advocacy within the profession.
Randy shares what it means to lead with vulnerability...
What defines a thriving business development culture in public accounting? Josh Axelrod, Chief Operating Officer of Aldrich CPAs + Advisors, shares the elements of a successful business development environment.
Learn how intentional efforts pave the way for strategic action and how to overcome challenges you may face. Packed with actionable insights and real-world advice, you’ll obtain strategies on how to ensure your firm not only...
Gary Thomson, CPA, Founder and Principal of Thomson Consulting, and Sarah Johnson Dobek, Founder and President of Inovautus Consulting, explore how strong governance can drive successful business model transformation.
They share practical insights on how firms can adopt effective governance frameworks to guide their transformation strategies, ensuring sustainable growth and adaptability. You’ll learn key approaches to structuring g...
Private equity-backed firms are reshaping the professional services landscape. In this episode, Tim Brackney, CEO of Springline Advisory, and Josh Beck, Managing Partner at MarksNelson Advisory LLC, share insights into their collaboration and strategic approaches to firm growth and transformation.
Discover how Springline’s model helps firms unlock value, enhance operations and scale successfully. From leadership alignment to streng...
Starting your own firm can be tough, but finding the right clients makes all the difference. In this episode, Yuri Kapilovich, CPA, a managing partner of Kapilovich & Associates shares his ideas about the importa...
In this episode with Dan O’Hare, CPA, CGMA, Principal at Glenn Burdette, we explore why CPA firms might choose to implement an Employee Stock Ownership Plan (ESOP).
With Dan's insights and expertise, we explore how ESOPs can facilitate smooth succession planning, boost employee retention and engagement and offer significant tax benefits. Additionally, we discuss how this alternative practice structure can improve performance and ma...
Are you curious about how to empower your employees and fuel your firm’s growth? Listen as we explore employee stock ownership plans (ESOPs) with Mike Bannon, vice president at CSG Partners. You’ll discover how this powerful tool can help your firm achieve its long-term goals and implementation plans, from planning and financing to valuation and ownership transition.
This episode offers insights into the benefits of leveraged ESOPs...
Erin Hartman from the AICPA & CIMA PCPS section introduces a special compilation of conversations on the evolution of accounting firms and the modernization of accounting practices through the "Transforming Your Business Model" initiative. It contains valuable insights and motivation for accounting professionals looking to innovate and create sustainable business models while maintaining a healthy work-life balance.
In these conde...
How are forward-thinking firms adapting to the profession’s changing landscape? We're joined by A
Jeff Wald, CEO of Pinion, shares his insights and expertise on the importance of corporate governance. He uncovers strategies for managing major firm transformations, securing stakeholder buy-in and crafting transparent strategic plans.
Jeff also highlights the importance of building strong relationships at the board level, humanizing business disagreements and empowering your firm to make effective business decisions. Tune in to l...
The look and feel of your podcast is about to evolve. We’re excited to share that the Small Firms Philosophy podcast is becoming "Transforming, tales of Business Evolution". New episodes start later in November 2024.
In this podcast episode, we explore with Jonyce Bullock, CEO of Squire, how evolving governance structures can revolutionize your business model. Jonyce shares her journey through governance challenges, emphasizing the value of external support and diverse perspectives in navigating complex decisions.
You’ll discover strategies for enhancing decision-making, imp...
Are you facing a talent shortage? Offshoring may be the answer. Our guest Laurence Whittam of Impact Global Solutions discusses tapping into global talent pools to boost your firm’s capabilities.
From selecting the right offshoring model to building successful remote teams, Laurence shares practical advice for small firms. Discover various offshoring models, practical implementation steps, process efficiencies, strategies for drivi...
In this episode of the Small Firm Philosophy podcast, Ingrid Goldbloom-Bloch, Director of Career Development and Engagement at AAFCPAs, talks with PCPS manager Erin Hartman to share how her firm is making waves and doing things differently in the profession. When Ingrid joined AAFCPA, she was tasked with elevating the people and culture pill...
Accounting firms planning for fu...
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